Wealth Advisor: Grow Client Wealth & Relationships

Fairygodboss; Phoenix (AZ); On-site; USD 90,000 - 130,000; Full time

Job summary

PNC Wealth Management in Phoenix, AZ is seeking a Wealth Advisor to lead investment and insurance strategies for clients, building and retaining a strong book of business within the wealth management division.

You will grow client relationships through strategic networking, deliver tailored financial plans, and collaborate with internal partners to identify opportunities while ensuring adherence to regulatory requirements and company policies.

Qualifications

• 3+ years of relevant/ direct industry experience.
• FINRA Series 7 and 66 required; Life and Health Insurance required.
• Keen ability to build and maintain client relationships and prospect new business.
• Strong knowledge of investment and insurance products and advisory best practices.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Acquires, expands and maintains client relationships through business development and client networking.
• Develops and implements investment and insurance strategies and presents financial recommendations to clients.
• Coaches internal partners to identify investment opportunities and drives referrals.
• Meets regulatory guidelines and ensures compliance with applicable laws and internal policies.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Education

Bachelor's degree

Job description

PNC Wealth Management in Phoenix, AZ is seeking a Wealth Advisor to lead investment and insurance strategies for clients, building and retaining a strong book of business within the wealth management division.

You will grow client relationships through strategic networking, deliver tailored financial plans, and collaborate with internal partners to identify opportunities while ensuring adherence to regulatory requirements and company policies.