Wealth Advisor: Investment & Planning

PNC; Erie (CO); On-site; USD 85,000 - 120,000; Full time

Job summary

PNC Wealth Management seeks a Financial Advisor based in Erie, CO, to guide clients in investment, retirement and insurance planning. You will manage an assigned book of business, develop personalized financial plans, and work with branch staff to identify opportunities and referrals.

The role emphasizes client experience and compliance within a collaborative banking environment. You will contribute to building trusted relationships, expanding the client base, and delivering holistic strategies

Qualifications

• Successful candidates must demonstrate knowledge, skills, and abilities for the role and meet listed requirements.

Responsibilities

• Consults on investment and insurance strategies, and develops financial plans for clients.
• Acquires, expands and maintains client relationships through business development and networking.
• Develops and implements investment and insurance strategies for clients and presents sound recommendations.
• Coaches and educates branch staff to identify investment opportunities and drive referral activity.
• Meets with branch manager and internal partners to review results and pipeline, adhering to laws and guidelines.

Skills

Client Prospecting

Client Relationship Building

Financial Analysis

Public Speaking

Relationship Management

Job description

PNC Wealth Management seeks a Financial Advisor based in Erie, CO, to guide clients in investment, retirement and insurance planning. You will manage an assigned book of business, develop personalized financial plans, and work with branch staff to identify opportunities and referrals.

The role emphasizes client experience and compliance within a collaborative banking environment. You will contribute to building trusted relationships, expanding the client base, and delivering holistic strategies