Wealth Advisor: Investment & Planning for Clients

PNC; Centennial (CO); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid time off

Job summary

PNC Wealth Management seeks a Financial Advisor based in Centennial, CO to consult on investment and insurance strategies and develop personalized financial plans. You will grow a book of business, own the client experience, and collaborate with branch teams to deliver comprehensive solutions.

The role emphasizes relationship building, sales and service excellence, and adherence to regulatory guidelines. PNC supports training and internal mobility in a collaborative, in-office environment.

Qualifications

• 2+ years of relevant professional experience.
• Bachelor's degree required.

Responsibilities

• Consults on investment and insurance strategies, developing financial plans.
• Grows and retains an investment and insurance book of business.
• Owns the client experience, handling sales and service and referrals.

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 seeks a Financial Advisor based in Centennial, CO to consult on investment and insurance strategies and develop personalized financial plans. You will grow a book of business, own the client experience, and collaborate with branch teams to deliver comprehensive solutions.

The role emphasizes relationship building, sales and service excellence, and adherence to regulatory guidelines. PNC supports training and internal mobility in a collaborative, in-office environment.