Wealth Advisor: Growth through Financial Planning

Fairygodboss; Philadelphia (Philadelphia County); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Pension plan

Job summary

PNC Wealth Advisor role in the Greater Philadelphia Area within PNC's Wealth Management organization. You will consult on investment and insurance strategies, develop financial plans for clients, and manage the client experience with emphasis on growth, service, and referrals.

The position requires FINRA Series 7 and 66, life and health insurance licenses, and a strong background in financial advisory practices. In-office role with comprehensive benefits and clear advancement opportunities.

Qualifications

• University degree; 3+ years of relevant / direct industry experience.
• Certifications are often desired.
• Licensing requirements include FINRA Series 7 and 66; Life and Health Insurance.

Responsibilities

• Consults on investment and insurance strategies; develops financial plans for clients and grows book of business.
• Acquires, expands and maintains client relationships through business development and networking; enhances client loyalty and share of wallet.
• Develops and implements investment and insurance strategies; presents recommendations and monitors plans.

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 Advisor role in the Greater Philadelphia Area within PNC's Wealth Management organization. You will consult on investment and insurance strategies, develop financial plans for clients, and manage the client experience with emphasis on growth, service, and referrals.

The position requires FINRA Series 7 and 66, life and health insurance licenses, and a strong background in financial advisory practices. In-office role with comprehensive benefits and clear advancement opportunities.