Wealth Advisor: Grow Client Wealth & Financial Plans

PNC Financial Services Group, Inc.; Vienna (VA); Vor Ort; USD 64.000 - 128.000; Vollzeit

Benefits dieser Stelle

Medical coverage

Dental coverage

401(k) match

Paid time off

Zusammenfassung

PNC Financial Services Group, Inc. in the Greater Washington area seeks a Wealth Advisor to consult on investment and insurance strategies, develop financial plans, and grow a book of business while delivering an exceptional client experience.

You'll collaborate with internal partners, maintain compliance with laws and firm policies, pursue referrals, and coach teammates to enhance opportunity creation. Licenses required include FINRA 7 & 66 (or 63/65) and Life/Health Insurance.

Qualifikationen

• Successful candidates must demonstrate knowledge, skills and abilities for a financial advisory role.
• In lieu of a degree, a suitable mix of education, certifications and experience may be considered.
• Certifications and licenses relevant to wealth management are highly valued.

Aufgaben

• Advise on investment and insurance strategies and develop financial plans for clients.
• Grow and maintain an investment/insurance book of business and manage client experience.
• Expand client relationships through networking and referrals to internal partners.
• Develop and implement client financial plans and monitor progress over time.
• Collaborate with internal partners to identify opportunities and drive referrals.

Kenntnisse

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Ausbildung

Bachelors

Jobbeschreibung

PNC Financial Services Group, Inc. in the Greater Washington area seeks a Wealth Advisor to consult on investment and insurance strategies, develop financial plans, and grow a book of business while delivering an exceptional client experience.

You'll collaborate with internal partners, maintain compliance with laws and firm policies, pursue referrals, and coach teammates to enhance opportunity creation. Licenses required include FINRA 7 & 66 (or 63/65) and Life/Health Insurance.