Wealth & Investment Advisor - Grow Client Wealth

PNC Financial Services Group; Lakewood (CO); On-site; USD 70,000 - 117,000; Full time

Job summary

PNC Financial Services Group is seeking a licensed financial professional to consult on investment and insurance strategies, develop a book of clients, and deliver personalized financial plans in an in-office Colorado position. You will own the client experience, grow relationships, and coordinate with internal partners to drive referrals and results.

Required: Bachelor’s degree, FINRA Series 7 and 66 (or 63/65), Life and Health Insurance licenses, and 3+ years of relevant experience.

Qualifications

• University/college degree required; 3+ years of relevant/ direct industry experience.
• FINRA Series 7 and 66 (or 63,65) required; Life and Health Insurance licenses required.

Responsibilities

• Consults on investment and insurance strategies and builds a book of business.
• Acquires, expands and maintains client relationships through business development.
• Delivers financial plans and product recommendations to clients; guides referrals to partners.
• Coaches internal partners to identify investment opportunities and drive referrals.
• Meets SLAs and adheres to laws, regulations, and internal guidelines.

Skills

Client Prospecting

Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Management

Education

Bachelor's Degree

Job description

PNC Financial Services Group is seeking a licensed financial professional to consult on investment and insurance strategies, develop a book of clients, and deliver personalized financial plans in an in-office Colorado position. You will own the client experience, grow relationships, and coordinate with internal partners to drive referrals and results.

Required: Bachelor’s degree, FINRA Series 7 and 66 (or 63/65), Life and Health Insurance licenses, and 3+ years of relevant experience.