Wealth Advisor: Grow Client Relationships & Plans

PNC Financial Services Group, Inc.; Tempe (AZ); Vor Ort; USD 90.000 - 150.000; Vollzeit

Benefits dieser Stelle

Medical/prescription coverage

Dental and vision options

401(k) with PNC match

Education assistance

Zusammenfassung

PNC Wealth Management seeks a Wealth Advisor to consult on investment and insurance strategies, build and retain client relationships, and develop tailored financial plans. The role emphasizes driving referrals, coaching partners, and maintaining regulatory compliance.

Based in Arizona, this in-office position requires a Bachelor’s degree and 3+ years of experience, with FINRA licenses and life/health insurance credentials highly preferred.

Qualifikationen

• University degree; 3+ years of relevant industry experience.
• Certifications/licensing (FINRA 7/66) and Life/Health Insurance required.
• Ability to prospect, manage client relationships and drive referrals.

Aufgaben

• Consult on investment and insurance strategies and financial plans.
• Grow and retain investment and insurance book of business; own client experience.
• Develop and implement investment strategies; present recommendations to clients.
• Coach internal partners to identify investment opportunities and drive referrals.
• Meet with partners to review results and manage pipeline; comply with regulations.

Kenntnisse

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Financial Analysis

Financial Modeling

Public Speaking

Relationship Management

Ausbildung

Bachelor's

Tools

FINRA Series 7/66

Life and Health Insurance

Jobbeschreibung

PNC Wealth Management seeks a Wealth Advisor to consult on investment and insurance strategies, build and retain client relationships, and develop tailored financial plans. The role emphasizes driving referrals, coaching partners, and maintaining regulatory compliance.

Based in Arizona, this in-office position requires a Bachelor’s degree and 3+ years of experience, with FINRA licenses and life/health insurance credentials highly preferred.