Wealth Advisor: Investment Planning & Client Growth

PNC; Goodyear (AZ); On-site; USD 65,000 - 125,000; Full time

Job summary

PNC Wealth Management is seeking a Financial Advisor based in Goodyear, AZ. The role focuses on consulting on investment and insurance strategies, building and managing a book of business, and delivering personalized financial plans for clients.

The position requires a university degree with 2+ years of relevant experience, FINRA licenses, and Life & Health Insurance credentials. State-of-the-art technology and a strong support network enable career growth.

Qualifications

• University degree required; 2+ years of relevant professional experience.
• FINRA Series 7 and 66 required (or 63,65). Life and Health Insurance required.

Responsibilities

• Consults on investment and insurance strategies, developing financial plans for clients and growing an investment and insurance book of business.
• Acquires, expands and maintains client relationships through business development and client networking.
• Develops and implements investment and insurance strategies for clients and presents sound financial recommendations.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Management

Relationship Building

Education

Bachelor's degree

Job description

PNC Wealth Management is seeking a Financial Advisor based in Goodyear, AZ. The role focuses on consulting on investment and insurance strategies, building and managing a book of business, and delivering personalized financial plans for clients.

The position requires a university degree with 2+ years of relevant experience, FINRA licenses, and Life & Health Insurance credentials. State-of-the-art technology and a strong support network enable career growth.