Wealth Advisor - Investment & Client Growth

PNC; United States; On-site; USD 64,000 - 106,000; Full time

Benefits offered by this job

Health insurance

Dental and vision

401(k) with company match

Stock purchase plan

Pension

Educational assistance

Job summary

PNC is seeking an experienced financial professional to advise on investment and insurance strategies, and to develop comprehensive financial plans for clients. You will grow and manage a book of business, delivering excellent client experiences and referrals to internal partners.

Qualifications include a Bachelor's degree and FINRA Series 7/66 and Life/Health licenses; 3+ years of relevant industry experience is typical. This in-office role offers incentives and a broad benefits program.

Qualifications

• Successful candidates must demonstrate knowledge, skills and abilities for the role.
• Certifications/licensures required are FINRA Series 7 and 66 (or 63,65) and Life and Health Insurance.

Responsibilities

• Consults on investment and insurance strategies, and develops financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying opportunities and referrals.
• Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience.
• Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients.
• Actively coaches internal business partners to identify investment opportunities and drives investment education and visibility.
• Regularly meets with internal business partners to communicate results and pipeline; adheres to laws, regulations, policies and guidelines.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Education

Bachelors

Job description

PNC is seeking an experienced financial professional to advise on investment and insurance strategies, and to develop comprehensive financial plans for clients. You will grow and manage a book of business, delivering excellent client experiences and referrals to internal partners.

Qualifications include a Bachelor's degree and FINRA Series 7/66 and Life/Health licenses; 3+ years of relevant industry experience is typical. This in-office role offers incentives and a broad benefits program.