Wealth Advisor: Personal Finance & Investment Planning

PNC Financial Services Group, Inc.; Menomonee Falls (WI); Vor Ort; USD 70.000 - 100.000; Vollzeit

Zusammenfassung

PNC Wealth Management seeks a Financial Advisor in Pewaukee, WI to manage client investments and insurance strategies within a collaborative branch team. You will own the client experience, develop personalized financial plans, and grow a book of business through referrals and service excellence.

You will work with branch staff to educate clients, meet regulatory requirements, and build long-term relationships while leveraging PNC's training, technology, and support resources.

Qualifikationen

• Bachelor's degree required.
• FINRA Series 7 and 66 (or 63,65) required.
• Life and Health Insurance licenses required.

Aufgaben

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and retains an investment and insurance book of business and manages the client experience.

Kenntnisse

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Public Speaking

Relationship Management

Sales Tasks And Activities

Ausbildung

Bachelor's degree

Jobbeschreibung

PNC Wealth Management seeks a Financial Advisor in Pewaukee, WI to manage client investments and insurance strategies within a collaborative branch team. You will own the client experience, develop personalized financial plans, and grow a book of business through referrals and service excellence.

You will work with branch staff to educate clients, meet regulatory requirements, and build long-term relationships while leveraging PNC's training, technology, and support resources.