Wealth Advisor: Grow Your Client Book in a Collaborative Team

PNC; Mesa (AZ); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical/dental/vision benefits

401(k) with company match

Paid time off

Job summary

PNC Wealth Management seeks a Financial Advisor based in Mesa, AZ to manage an assigned book of business, provide financial planning, and deliver personalized investment and insurance guidance.

You will collaborate with branch teams to expand client relationships, coach staff on opportunities, and maintain high levels of client satisfaction through proactive engagement and service excellence.

Qualifications

• Bachelor's degree required or equivalent work experience.
• FINRA Series 7 and 66 (or 63, 65) required.
• Life and Health Insurance licenses required.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain an investment and insurance book of business.
• Own the client experience, handling sales and service and referrals to partners as appropriate.
• Develop and implement investment and insurance strategies based on client needs and objectives.
• Coach and educate branch staff to identify investment opportunities and drive referrals.

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 seeks a Financial Advisor based in Mesa, AZ to manage an assigned book of business, provide financial planning, and deliver personalized investment and insurance guidance.

You will collaborate with branch teams to expand client relationships, coach staff on opportunities, and maintain high levels of client satisfaction through proactive engagement and service excellence.