Wealth Management Advisor

Fairygodboss; Wheat Ridge (CO); On-site; USD 58,000 - 96,000; Full time

Job summary

PNC Wealth Management is hiring a Financial Advisor based in Wheat Ridge, CO. The role focuses on advising clients on investments and insurance, managing a book of business, and delivering personalized financial plans.

The position emphasizes collaboration with branch teams and adherence to regulatory requirements. The candidate should have 2+ years of relevant experience, a Bachelors degree, and FINRA Series 7 and 66 licenses with Life/Health insurance.

Qualifications

• Bachelor's degree required.
• 2+ years of professional experience.
• FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans.
• Grow and maintain a book of business; own the client experience and referrals.
• Develop and implement investment and insurance strategies; recommend products.
• Coach and educate branch staff to identify investment opportunities; drive referrals.
• Meet with branch manager to review results and pipeline; comply with laws and policies.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Public Speaking

Sales Tasks And Activities

Education

Bachelors

Job description

PNC Wealth Management is hiring a Financial Advisor based in Wheat Ridge, CO. The role focuses on advising clients on investments and insurance, managing a book of business, and delivering personalized financial plans.

The position emphasizes collaboration with branch teams and adherence to regulatory requirements. The candidate should have 2+ years of relevant experience, a Bachelors degree, and FINRA Series 7 and 66 licenses with Life/Health insurance.