Wealth Advisor: Grow Client Portfolios & Relationships

Fairygodboss; Elgin (IL); On-site; USD 64,000 - 128,000; Full time

Benefits offered by this job

Comprehensive benefits

401(k) with company match

Paid holidays and time off

Job summary

PNC Wealth Management is seeking a Wealth Advisor based in Illinois to consult on investment and insurance strategies, develop comprehensive financial plans, and manage client relations. You will grow a book of business, deliver exceptional service, and coordinate with internal partners to maximize referrals.

The role requires FINRA Series 7 and 66 (or 63/65) licenses, and Life and Health Insurance licenses; a bachelor’s degree is expected with 3+ years of relevant experience.

Qualifications

• Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Responsibilities

• Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.

Skills

Client Prospecting

Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Management

Education

Bachelors

Job description

PNC Wealth Management is seeking a Wealth Advisor based in Illinois to consult on investment and insurance strategies, develop comprehensive financial plans, and manage client relations. You will grow a book of business, deliver exceptional service, and coordinate with internal partners to maximize referrals.

The role requires FINRA Series 7 and 66 (or 63/65) licenses, and Life and Health Insurance licenses; a bachelor’s degree is expected with 3+ years of relevant experience.