Wealth Advisor: Grow Your Client Book & Impact

PNC; Thornton (CO); On-site; USD 53,000 - 96,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid time off

Job summary

PNC Wealth Management seeks a Financial Advisor based in the Denver, CO market. The advisor will manage an assigned book of business, consult on investment and insurance strategies, and develop comprehensive financial plans for clients.

Responsibilities include growing client relationships, expanding the book of business, and collaborating with internal partners to deliver holistic financial guidance. FINRA Series 7/66 and Life/Health licenses required.

Qualifications

• Requires knowledge of investment and insurance strategies and financial planning.
• Proven ability to grow and retain an investment and insurance book of business.
• Strong client relationship and collaboration skills with internal partners.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Expands and maintains client relationships through networking and service excellence.
• Develops and implements investment and insurance strategies tailored to client needs.
• Coaches branch staff to identify opportunities and drives referral activity.
• Meets with managers and partners to review results and pipeline, while adhering to laws and policies.

Skills

Client Prospecting

Client Relationship

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 seeks a Financial Advisor based in the Denver, CO market. The advisor will manage an assigned book of business, consult on investment and insurance strategies, and develop comprehensive financial plans for clients.

Responsibilities include growing client relationships, expanding the book of business, and collaborating with internal partners to deliver holistic financial guidance. FINRA Series 7/66 and Life/Health licenses required.