Wealth Advisor: Grow Client Wealth & Relationships

PNC Financial Services Group, Inc.; Denver (CO); On-site; USD 70,000 - 117,000; Full time

Benefits offered by this job

Medical coverage with HSA

Dental and vision options

Life insurance for employee and family

Disability insurance

401(k) with match and stock purchase

Dependent care reimbursement

Back-up child/elder care

Adoption and surrogacy reimbursement

Job summary

PNC Financial Services Group, Inc. seeks a professional to consult on investment and insurance strategies, develop financial plans, and grow a client book of business. The role focuses on owning the client experience, driving referrals, and delivering sound financial guidance.

Ideal candidates have a university degree and 3+ years in the field, plus FINRA licenses and Life/Health Insurance qualifications. This in-office position offers comprehensive benefits and competitive compensation.

Qualifications

• University degree required with 3+ years of relevant industry experience.
• Certifications are often desired; equivalent experience considered in lieu of a degree.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and retains an investment and insurance book of business.
• Owns the client experience, handling sales and service, and referrals to internal partners as appropriate.
• Develops and implements investment and insurance strategies for clients.
• Presents sound financial recommendations and guidance to clients.
• Establishes financial plans based on client needs and objectives.
• Monitors plans and recommends changes as needed.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Coaching Others

Customer Experience Management

Customer Retention

Effective Communications

Interpersonal Relationships

Managing Multiple Priorities

Prospecting

Sales Tasks And Activities

Selling

Education

Bachelors

FINRA Series 7 and 66 (or 63,65) plus Life and Health Insurance

Job description

PNC Financial Services Group, Inc. seeks a professional to consult on investment and insurance strategies, develop financial plans, and grow a client book of business. The role focuses on owning the client experience, driving referrals, and delivering sound financial guidance.

Ideal candidates have a university degree and 3+ years in the field, plus FINRA licenses and Life/Health Insurance qualifications. This in-office position offers comprehensive benefits and competitive compensation.