Wealth Advisor: Personal Finance Strategy & Growth

PNC Financial Services Group, Inc.; Milford (DE); Presencial; USD 64.000 - 128.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

401(k) with match

Pension plan

Stock purchase plans

Paid time off

Tuition assistance

Descripción de la vacante

PNC Wealth Management seeks a Wealth Advisor in Delaware to consult on investment and insurance strategies, develop financial plans, and grow a client book. You will own the client experience, handling sales and service while expanding relationships.

Role involves coordinating with internal partners, delivering investments guidance, and ensuring regulatory compliance. FINRA licenses (7/66) and Life & Health insurance are required; base salary is disclosed with incentive eligibility.

Formación

• University/college degree required; 3+ years of relevant experience.
• FINRA licenses (Series 7 and 66) required; Life & Health Insurance required.
• Sponsorship not provided for employment visas.

Responsabilidades

• Consult on investment and insurance strategies and develop client financial plans.
• Grow and retain an investment and insurance book of business; own the client experience.
• Acquires and expands client relationships through networking and referrals.
• Develops investment strategies and presents sound financial recommendations.
• Coaches internal partners to identify opportunities and drive referrals.

Conocimientos

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Educación

Bachelors

FINRA Series 7 and 66

Life and Health Insurance

Descripción del empleo

PNC Wealth Management seeks a Wealth Advisor in Delaware to consult on investment and insurance strategies, develop financial plans, and grow a client book. You will own the client experience, handling sales and service while expanding relationships.

Role involves coordinating with internal partners, delivering investments guidance, and ensuring regulatory compliance. FINRA licenses (7/66) and Life & Health insurance are required; base salary is disclosed with incentive eligibility.