Wealth Advisor — Mass Affluent

PNC; Niles (IL); On-site; USD 70,000 - 117,000; Full time

Benefits offered by this job

Health Savings Account

401(k) with PNC match

Paid holidays

Job summary

PNC is seeking a Wealth Banker to join the Wealth Management team near Niles, IL. You will develop strategies to acquire and deepen relationships with Mass Affluent clients, driving revenue and share of wallet while delivering an exceptional client experience.

This role partners with Banking and Investing leaders, manages risk, and uses consultative selling to expand the client base. A bachelor’s degree and FINRA licenses are typically required.

Qualifications

• Bachelor's degree with 3+ years of relevant / direct industry experience.
• FINRA Series 7 and 66 (or 63 & 65) preferred; Life and Health Insurance preferred.

Responsibilities

• Develop and execute strategies to drive Mass Affluent client acquisition and retention.
• Proactively generate leads and client appointments and manage relationships to grow revenue.
• Collaborate with ecosystem partners to deliver the Wealth Management value proposition.
• Own client relationships and ensure risk management and profitability across the portfolio.
• Deliver proactive service and differentiate the client experience through advanced conversations.

Skills

Banking Products

Business Acumen

Collaborating

Customer Experience Management

Customer Retention

Decision Making

Critical Thinking

Effective Communications

Influencing

Managing Multiple Priorities

Products and Services

Relationship Management

Selling

Education

Bachelor's degree

Job description

PNC is seeking a Wealth Banker to join the Wealth Management team near Niles, IL. You will develop strategies to acquire and deepen relationships with Mass Affluent clients, driving revenue and share of wallet while delivering an exceptional client experience.

This role partners with Banking and Investing leaders, manages risk, and uses consultative selling to expand the client base. A bachelor’s degree and FINRA licenses are typically required.