Wealth Advisor: Grow Client Wealth & Strategy

Fairygodboss; Baltimore (MD); On-site; USD 64,000 - 128,000; Full time

Benefits offered by this job

Health Insurance

401(k) with match

Education assistance

Paid time off

Job summary

PNC Wealth Management seeks a Wealth Advisor in Maryland to consult on investment and insurance strategies, develop financial plans, and grow a book of business while delivering an exceptional client experience. The role emphasizes partnering with internal teams to identify opportunities and manage client relationships in a dynamic in-office environment.

Qualified candidates bring 3+ years of financial services experience, FINRA licenses, and a bachelor’s degree.

Qualifications

• Bachelor's degree or higher in a related field.
• FINRA Series 7 and 66 (or 63/65) licenses required.
• Life and Health Insurance licenses required.
• 3+ years of relevant industry experience; degree optional.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain an investment/insurance book of business and manage the client experience.
• Acquire, expand, and maintain client relationships through business development and networking.
• Develops and implements investment strategies and presents sound recommendations.
• Coaches and educates internal partners to identify opportunities and drive referrals.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Public Speaking

Relationship Management

Sales Tasks

Education

Bachelor's degree

FINRA Series 7 and 66 licenses

Life and Health Insurance license

Job description

PNC Wealth Management seeks a Wealth Advisor in Maryland to consult on investment and insurance strategies, develop financial plans, and grow a book of business while delivering an exceptional client experience. The role emphasizes partnering with internal teams to identify opportunities and manage client relationships in a dynamic in-office environment.

Qualified candidates bring 3+ years of financial services experience, FINRA licenses, and a bachelor’s degree.