Wealth Advisor: Holistic Financial Planning & Growth

PNC Financial Services Group, Inc.; Maryland; On-site; USD 63,000 - 105,000; Full time

Benefits offered by this job

Medical/prescription drug coverage

Dental and vision options

401(k) with PNC match

Pension and stock purchase plans

Wellness program with financial incent

Educational assistance

Job summary

PNC Wealth Management seeks a Financial Advisor to join its Falls Grove, MD team. You will consult on investment and insurance strategies, develop financial plans, and drive growth of a client book while delivering exceptional service and guidance.

This role emphasizes client relationship-building, teamwork with branch staff, and adherence to regulatory standards. A strong background in financial planning and FINRA licenses is preferred.

Qualifications

• Knowledge and abilities in investment and insurance strategies.
• Experience building and managing an advisory book of business.
• Ability to present financial recommendations clearly to clients.

Responsibilities

• Consults on investment and insurance strategies and financial plans.
• Grows and retains an investment and insurance book of business.
• Owns the client experience, handling sales and service and referrals.
• Develops client relationships through networking and business development.
• Coaches branch staff to drive investment opportunities and education.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Coaching Others

Customer Experience Management

Customer Retention

Effective Communications

Interpersonal Relationships

Managing Multiple Priorities

Prospecting

Sales Tasks And Activities

Selling

Education

Bachelor's degree

FINRA Series 7 and 66

Life and Health Insurance

Job description

PNC Wealth Management seeks a Financial Advisor to join its Falls Grove, MD team. You will consult on investment and insurance strategies, develop financial plans, and drive growth of a client book while delivering exceptional service and guidance.

This role emphasizes client relationship-building, teamwork with branch staff, and adherence to regulatory standards. A strong background in financial planning and FINRA licenses is preferred.