Wealth Advisor: Grow Client Wealth & Relationships

PNC; Newark (DE); On-site; USD 70,000 - 117,000; Full time

Benefits offered by this job

Health benefits

401(k) with company match

Job summary

PNC is seeking an experienced advisor to consult on investment and insurance strategies, building and maintaining a robust client book. You will own the client experience, efficiently managing sales and service while identifying opportunities and making referrals to internal partners.

The role emphasizes relationship development, financial analysis, and ongoing coaching of internal teams to drive referrals and strong client outcomes. The position is office-based in Newark, DE.

Qualifications

• Bachelor level education required or equivalent combination of education and experience.
• Certifications/licensures may be required or preferred depending on role.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and retains an investment and insurance book of business and owns client experience.
• Develops and implements investment strategies and presents sound financial guidance to clients.
• Coaches internal partners to identify investment opportunities and drives referrals.
• Meets with internal partners to review results and adhere to regulatory guidelines.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Education

Bachelors

Job description

PNC is seeking an experienced advisor to consult on investment and insurance strategies, building and maintaining a robust client book. You will own the client experience, efficiently managing sales and service while identifying opportunities and making referrals to internal partners.

The role emphasizes relationship development, financial analysis, and ongoing coaching of internal teams to drive referrals and strong client outcomes. The position is office-based in Newark, DE.