Wealth Advisor: Grow Client Wealth & Plans

PNC Financial Services Group, Inc.

Philadelphia (Philadelphia County)

On-site

USD 90,000 - 150,000

Full time

14 days+

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Benefits offered by this job

Medical coverage

Dental and vision

401(k) with company match

Paid time off

Job summary

PNC Financial Services Group, Inc. seeks a Wealth Advisor in the Greater Philadelphia Area to consult on investment and insurance strategies and build client plans. You will grow a book of business, manage the client experience, and coordinate referrals with internal partners to maximize opportunities.

The role requires a Bachelor's degree, FINRA Series 7 and 66 licenses (or 63/65) and Life and Health Insurance credentials, with an in-office, collaborative environment in Philadelphia.

Qualifications

FINRA Series 7 and 66 (or 63,65) required.
Life and Health Insurance required.
Bachelor's degree required.

Responsibilities

Consults on investment and insurance strategies and develops financial plans.
Grows and retains an investment and insurance book of business.
Owns the client experience, handling sales, service and referrals.
Develops and implements investment strategies and presents recommendations.
Coaches internal partners to identify opportunities and drives referrals.
Meets with partners to review results and pipeline management.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Public Speaking

Relationship Management

Education

Bachelor's

Job description

The role requires a Bachelor's degree, FINRA Series 7 and 66 licenses (or 63/65) and Life and Health Insurance credentials, with an in-office, collaborative environment in Philadelphia.

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