Wealth Management Advisor: Build Plans & Grow Clients

Pro Selection Capital Humano; Philadelphia (Philadelphia County); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical coverage

Dental and Vision options

401(k) with company match

Educational assistance

Job summary

PNC Wealth Management seeks a Financial Advisor based in Somerton, Philadelphia, to manage an assigned book of business and deliver holistic financial planning. You will guide clients on savings, investing, and retirement goals, working within a branch network to expand the client base.

You will collaborate with branch staff and internal partners, provide sound recommendations, and maintain compliance with laws and guidelines while growing client loyalty and referrals.

Qualifications

• 2+ years of relevant professional experience.
• Bachelor's degree required, financing and planning experience preferred.
• FINRA Series 7 and 66 licenses (or 63/65) and Life & Health Insurance required.

Responsibilities

• Consults on investment and insurance strategies, and develops financial plans for clients.
• Grows and retains an investment and insurance book of business.
• Owns the client experience, handling sales and service while developing referrals to internal partners.
• Builds client relationships through business development and networking.

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

FINRA Series 7 and 66 (or 63,65)

Life and Health Insurance

Bachelor's

Job description

PNC Wealth Management seeks a Financial Advisor based in Somerton, Philadelphia, to manage an assigned book of business and deliver holistic financial planning. You will guide clients on savings, investing, and retirement goals, working within a branch network to expand the client base.

You will collaborate with branch staff and internal partners, provide sound recommendations, and maintain compliance with laws and guidelines while growing client loyalty and referrals.