Wealth Advisor: Investment Planning & Client Relationships

PNC; Wheat Ridge (CO); On-site; USD 70,000 - 110,000; Full time

Job summary

PNC Wealth Management is seeking a Financial Advisor to base in Wheat Ridge, CO. You will consult on investment and insurance strategies, grow a book of business, and own the client experience, delivering tailored financial plans and referrals to partners as needed.

You will coach staff, collaborate with the branch network, and drive results while adhering to all regulations and guidelines. This role emphasizes client service and comprehensive financial planning.

Qualifications

• Experience in investment and insurance strategies
• Ability to grow and retain client relationships and book of business
• Track record of advising clients and developing financial plans

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain an investment and insurance book of business and own the client experience.
• Develop and implement investment strategies and present sound recommendations to clients.
• Coach branch staff and internal partners to identify opportunities and drive referrals.
• Meet with branch leadership to review results and pipeline and ensure regulatory compliance.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Education

University degree

Job description

PNC Wealth Management is seeking a Financial Advisor to base in Wheat Ridge, CO. You will consult on investment and insurance strategies, grow a book of business, and own the client experience, delivering tailored financial plans and referrals to partners as needed.

You will coach staff, collaborate with the branch network, and drive results while adhering to all regulations and guidelines. This role emphasizes client service and comprehensive financial planning.