Wealth Advisor: Personal Investment & Financial Planning

PNC; Littleton (CO); On-site; USD 53,000 - 96,000; Full time

Benefits offered by this job

Health benefits

401(k) matching

Stock purchase plan

Job summary

PNC Wealth Management is hiring a Financial Advisor to manage an assigned book of business in the Denver market. You’ll consult on investment and insurance strategies, develop personalized financial plans and build strong client relationships through networking and referrals.

You will work within a collaborative branch team, deliver holistic financial solutions, and drive referral activity while upholding compliance and fiduciary standards.

Qualifications

• Bachelor’s degree or higher required; relevant work experience may be considered in lieu of a degree.
• FINRA Series 7 and 66 (or 63,65) required; Life and Health Insurance required.
• High ethical standards and strong client service orientation.

Responsibilities

• Consults on investment and insurance strategies; develops financial plans for clients; grows and retains a book of business.
• Acquires, expands and maintains client relationships via networking and referrals; delivers exceptional client experience.
• Develops and implements investment and insurance strategies; presents sound recommendations and monitors client plans.

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 is hiring a Financial Advisor to manage an assigned book of business in the Denver market. You’ll consult on investment and insurance strategies, develop personalized financial plans and build strong client relationships through networking and referrals.

You will work within a collaborative branch team, deliver holistic financial solutions, and drive referral activity while upholding compliance and fiduciary standards.