Wealth Advisor, Premier Client Experience

PNC; Arvada (CO); On-site; USD 80,000 - 110,000; Full time

Job summary

PNC Wealth Management is seeking a Premier Client Advisor based in Arvada, CO to consult on investment and insurance strategies and develop personalized financial plans for clients. You will own the client experience, grow an investment book, and collaborate with internal partners to drive referrals and solutions that meet client goals.

The role emphasizes proactive client engagement, teamwork with branch staff, and adherence to regulatory guidelines while building long-term relationships in a

Qualifications

• University degree (Bachelors) required.
• Strong client service and advisory capabilities.
• Licensed to advise on wealth management products preferred.

Responsibilities

• Consults on investment and insurance strategies for clients.
• Develops and implements personalized financial plans.
• Grows and retains a book of business with proactive client engagement.
• Owns the client experience, handling sales and service and referrals to partners as needed.
• Coaches branch staff and partners to identify investment opportunities while maintaining regulatory compliance.

Skills

Client Advisory

Sales

Financial Planning

Communication

Relationship Building

Education

Bachelors

Job description

PNC Wealth Management is seeking a Premier Client Advisor based in Arvada, CO to consult on investment and insurance strategies and develop personalized financial plans for clients. You will own the client experience, grow an investment book, and collaborate with internal partners to drive referrals and solutions that meet client goals.

The role emphasizes proactive client engagement, teamwork with branch staff, and adherence to regulatory guidelines while building long-term relationships in a