Wealth Advisor - Personal Financial Planning & Growth

PNC Financial Services Group, Inc.; City of Pewaukee (WI); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Medical/dental/vision coverage

401(k) with company match

Educational assistance

Paid time off

Job summary

PNC Wealth Management seeks a Financial Advisor based in Pewaukee, WI to manage an assigned book of business and deliver comprehensive investment and insurance planning. The role emphasizes client experience, collaboration with branch partners, and adherence to regulatory guidelines.

The candidate will build relationships, expand client loyalty, and coach staff to optimize investment opportunities while meeting service levels and sales targets.

Qualifications

• University degree with 2+ years of relevant experience.
• FINRA Series 7 and 66 required; Life and Health Insurance required.
• Strong client prospecting and relationship management skills.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Acquires and expands client relationships through business development.
• Develops and implements investment strategies and presents recommendations to clients.
• Coaches branch staff to identify investment opportunities and drives referral activity.
• Meets with branch manager to review results and manage pipeline.

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 Pewaukee, WI to manage an assigned book of business and deliver comprehensive investment and insurance planning. The role emphasizes client experience, collaboration with branch partners, and adherence to regulatory guidelines.

The candidate will build relationships, expand client loyalty, and coach staff to optimize investment opportunities while meeting service levels and sales targets.