Wealth Advisor: Growth & Financial Planning

PNC Financial Services Group, Inc.; St. Louis (MO); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical coverage and prescription

Dental and vision coverage

401(k) with company match

Pension and stock purchase plans

Educational assistance

Job summary

PNC Financial Services Group, Inc. is seeking a Wealth Advisor to consult on investments and insurance strategies and develop financial plans for clients in Missouri. You will expand your book of business by networking and delivering an exceptional client experience.

The role requires FINRA Series 7 and 66 licenses and Life & Health Insurance credentials, with a strong emphasis on client relationships, compliance, and cross-team collaboration.

Qualifications

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

Responsibilities

• Consults on investment and insurance strategies for clients.
• Grows and retains an investment and insurance book of business.
• Manages client experience, handling sales and service and 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 Financial Services Group, Inc. is seeking a Wealth Advisor to consult on investments and insurance strategies and develop financial plans for clients in Missouri. You will expand your book of business by networking and delivering an exceptional client experience.

The role requires FINRA Series 7 and 66 licenses and Life & Health Insurance credentials, with a strong emphasis on client relationships, compliance, and cross-team collaboration.