Wealth Management Advisor – Branch-Based Client Solutions

PNC Wealth Management LLC; Massachusetts; On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Medical coverage

Dental and Vision

401(k) with PNC match

Pension and stock purchase plans

Paid holidays and vacation

Adoption, surrogacy, and doula support

Educational assistance

Wellness program

Parental leave

Job summary

PNC Wealth Management in Boston, MA seeks a Financial Advisor to manage an assigned book of business within an in-office branch network. You will consult on investment and insurance strategies, develop personalized financial plans, and deliver an exceptional client experience.

Join a team that emphasizes collaboration, training, and comprehensive support. This in-office role includes a robust benefits package and clear pathways for career growth within PNC Wealth Management.

Qualifications

• University/college degree required with 2+ years relevant professional experience.
• FINRA Series 7 and 66 (or 63,65) licenses; Life and Health Insurance required.

Responsibilities

• Consult on investment and insurance strategies and develop client financial plans.
• Grow and retain an investment and insurance book of business.
• Own the client experience with sales, service and referrals.
• Develop and maintain client relationships through networking.
• Coach branch staff to identify investment opportunities and drive referrals.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Coaching Others

Customer Experience Management

Customer Retention

Effective Communications

Interpersonal Relationships

Managing Multiple Priorities

Prospecting

Sales Tasks And Activities

Selling

Education

Bachelor's Degree

Job description

PNC Wealth Management in Boston, MA seeks a Financial Advisor to manage an assigned book of business within an in-office branch network. You will consult on investment and insurance strategies, develop personalized financial plans, and deliver an exceptional client experience.

Join a team that emphasizes collaboration, training, and comprehensive support. This in-office role includes a robust benefits package and clear pathways for career growth within PNC Wealth Management.