Wealth Management Advisor

PNC; Gilbert (AZ); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical coverage

401(k) with match

Education assistance

Job summary

PNC Wealth Management seeks a Wealth Advisor based in Arizona to lead client relationships, develop financial plans, and drive investment and insurance strategies. You will own client experience, coordinate referrals, and grow the book of business within PNC’s wealth division.

Requirements include a Bachelor's degree, 3+ years’ experience, and FINRA licenses 7/66 plus Life & Health Insurance. This in-office role emphasizes compliance, client services, and sales during a collaborative,

Qualifications

• 3+ years of relevant / direct industry experience typically required.
• Bachelor's degree is required or equivalent in experience.
• FINRA Series 7 and 66 (or 63/65) plus Life and Health Insurance licenses required.

Responsibilities

• Consult on investment and insurance strategies and develop client financial plans.
• Grow and retain an investment/insurance book of business and manage client experience.
• Develop and implement investment strategies and advise on suitable products.

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 seeks a Wealth Advisor based in Arizona to lead client relationships, develop financial plans, and drive investment and insurance strategies. You will own client experience, coordinate referrals, and grow the book of business within PNC’s wealth division.

Requirements include a Bachelor's degree, 3+ years’ experience, and FINRA licenses 7/66 plus Life & Health Insurance. This in-office role emphasizes compliance, client services, and sales during a collaborative,