Wealth Advisor: Grow Client Relationships & Plans

PNC Financial Services Group, Inc.; Tempe (AZ); Vor Ort; USD 80.000 - 120.000; Vollzeit

Zusammenfassung

PNC Wealth Management in Tempe, AZ 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, with a bachelor degree and 3+ years of experience; FINRA licenses and life/health credentials are highly preferred.

Qualifikationen

• Bachelor's degree required.
• 3+ years of experience required.
• FINRA licenses and life/health credentials preferred.

Aufgaben

• Consult on investment and insurance strategies.
• Build and retain client relationships and develop tailored financial plans.
• Drive referrals and coach partners.
• Maintain regulatory compliance.

Kenntnisse

Wealth management

Client relations

Referral development

Ausbildung

Bachelor's degree

FINRA licenses

Life/Health insurance credentials

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.