Wealth Advisor: Personal Financial Plans & Client Growth

PNC; Westfield (IN); In loco; USD 90.000 - 130.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical/prescription coverage

Dental and vision options

401(k) with company match

Pension and stock purchase plans

Paid time off

Education assistance

Wellness program

Descrizione del lavoro

PNC Financial Services Group, Inc. in Carmel, IN, seeks a Financial Advisor in Wealth Management to deliver personalized investment and insurance strategies, build and retain a client book, and collaborate with staff to provide a superior client experience.

Qualified candidates typically hold FINRA Series 7/66 and Life & Health licenses, a bachelor's degree, and 2+ years of relevant experience; they will develop financial plans, grow relationships, and ensure regulatory compliance.

Competenze

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

Mansioni

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and retains an investment and insurance book of business.
• Owns the client experience, handling sales and service and referrals to internal partners.
• Acquires and expands client relationships through business development and networking.
• Presents sound financial recommendations and guidance to clients.

Conoscenze

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Public Speaking

Relationship Management

Sales Tasks

Formazione

Bachelor's degree

FINRA Series 7/66

Life & Health Insurance

Descrizione del lavoro

PNC Financial Services Group, Inc. in Carmel, IN, seeks a Financial Advisor in Wealth Management to deliver personalized investment and insurance strategies, build and retain a client book, and collaborate with staff to provide a superior client experience.

Qualified candidates typically hold FINRA Series 7/66 and Life & Health licenses, a bachelor's degree, and 2+ years of relevant experience; they will develop financial plans, grow relationships, and ensure regulatory compliance.