Wealth Advisor - Personal Investing & Planning (Branch)

PNC Financial Services Group; Philadelphia (Philadelphia County); In loco; USD 65.000 - 110.000; Tempo pieno

Vantaggi offerti da questo lavoro

Wellness program

Educational assistance

Descrizione del lavoro

PNC Financial Services Group in Philadelphia, PA is seeking a Financial Advisor within Wealth Management to manage an assigned book of business and deliver holistic financial planning. You will collaborate with branch staff, develop investment and insurance strategies, and provide personalized client experiences in a high-trust, compliant environment.

The role emphasizes prospecting, relationship-building, and ongoing education to grow client loyalty while meeting regulatory requirements and

Competenze

• Bachelor's degree required or equivalent experience with relevant certifications.
• Strong knowledge of investments, insurance, and financial planning.
• FINRA Series 7 and 66 (or 63,65) required; Life and Health Insurance required.

Mansioni

• Consult on investment and insurance strategies and develop financial plans for clients.
• Acquire and maintain client relationships and grow book of business.
• Develop and implement investment strategies and monitor financial plans.
• Coach and educate branch staff to identify investment opportunities and drive referrals.
• Meet with management to review results and ensure regulatory compliance.

Conoscenze

Client Prospecting

Client Relationship Building

Financial Analysis

Public Speaking

Relationship Management

Formazione

Bachelor's Degree

Strumenti

FINRA Licenses

Descrizione del lavoro

PNC Financial Services Group in Philadelphia, PA is seeking a Financial Advisor within Wealth Management to manage an assigned book of business and deliver holistic financial planning. You will collaborate with branch staff, develop investment and insurance strategies, and provide personalized client experiences in a high-trust, compliant environment.

The role emphasizes prospecting, relationship-building, and ongoing education to grow client loyalty while meeting regulatory requirements and