Wealth Advisor, Mass Affluent & Planning

PNC; Niles (IL); On-site; USD 70,125 - 116,875; Full time

Benefits offered by this job

Medical/prescription drug coverage

401(k) with PNC match

Paid time off between 15 to 25 days

Wellness programs

Job summary

PNC is seeking a Wealth Banker based in Niles, IL to enhance client relationships and drive acquisition of Mass Affluent clients. The role requires collaboration with Financial Advisors, developing strategies, and delivering tailored financial solutions.

The ideal candidate will possess banking product knowledge and a Bachelor's degree, alongside 3+ years of relevant experience. This position offers a significant salary range and comprehensive benefits, ensuring a supportive work environment.

Qualifications

• 3+ years of relevant industry experience.
• Home Lending Designated Lender Certification.
• FINRA Series 7 and 66 (or 63 & 65) required.

Responsibilities

• Develop strategies for client acquisition and retention.
• Maintain internal and external partnerships for revenue growth.
• Deliver Financial Wellness solutions aligned with client needs.

Skills

Banking Products

Business Acumen

Customer Experience Management

Relationship Management

Selling

Education

Bachelor's Degree

Tools

Sales Tools

Job description

PNC is seeking a Wealth Banker based in Niles, IL to enhance client relationships and drive acquisition of Mass Affluent clients. The role requires collaboration with Financial Advisors, developing strategies, and delivering tailored financial solutions.

The ideal candidate will possess banking product knowledge and a Bachelor's degree, alongside 3+ years of relevant experience. This position offers a significant salary range and comprehensive benefits, ensuring a supportive work environment.