Wealth Advisor: Investment Planning & Client Growth

PNC Financial Services Group; Mesa (AZ); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical coverage

Dental/Vision

401(k) with match

Life insurance

Disability protection

Paid time off

Job summary

PNC Wealth Management in Mesa, AZ seeks a Financial Advisor to manage an assigned book of business, deliver holistic financial planning, and collaborate with branch staff to optimize client outcomes.

You will develop investment and insurance strategies, grow client relationships, and coach team members to drive referrals while maintaining regulatory compliance and a superior client experience.

Qualifications

• Bachelor’s degree in finance or related field.
• 2+ years of relevant professional experience.
• FINRA Series 7 and 66 (or 63,65) licenses required.
• Life and Health Insurance licenses required.

Responsibilities

• Consult on investment and insurance strategies and develop client financial plans.
• Acquire, expand and maintain client relationships through business development and client networking.
• Develop and implement investment strategies and monitor client financial plans.
• Coach branch staff to identify investment opportunities and drive referrals.
• Meet with management to review results and ensure compliance with regulations.

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 Management in Mesa, AZ seeks a Financial Advisor to manage an assigned book of business, deliver holistic financial planning, and collaborate with branch staff to optimize client outcomes.

You will develop investment and insurance strategies, grow client relationships, and coach team members to drive referrals while maintaining regulatory compliance and a superior client experience.