Wealth Advisor: Plan, Grow, and Guide Clients

PNC Financial Services Group, Inc.; Scottsdale (AZ); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical coverage

401(k) match

Pension plan

Stock purchase plan

Education assistance

Job summary

PNC Wealth Management in Scottsdale, AZ, seeks a Financial Advisor based in a branch to manage an assigned book of business and deliver personalized investment and retirement solutions. You will collaborate with branch staff, educate partners, and drive referrals while upholding compliance and client service excellence.

You will leverage knowledge of investment strategies, insurance planning, and financial planning to create tailored plans and monitor progress with clients and teammates.

Qualifications

• Demonstrated knowledge and abilities for a financial advisor role.
• Strong client relationship and networking skills.
• Understanding of investment and insurance planning strategies.

Responsibilities

• Consults on investment and insurance strategies and develops client financial plans.
• Grows and retains an investment and insurance book of business.
• Owns client experience, handling sales, service, referrals and opportunities.

Skills

Client Prospecting

Relationship Building

Financial Analysis

Public Speaking

Relationship Management

Education

Bachelor's degree

Job description

PNC Wealth Management in Scottsdale, AZ, seeks a Financial Advisor based in a branch to manage an assigned book of business and deliver personalized investment and retirement solutions. You will collaborate with branch staff, educate partners, and drive referrals while upholding compliance and client service excellence.

You will leverage knowledge of investment strategies, insurance planning, and financial planning to create tailored plans and monitor progress with clients and teammates.