Wealth Management Advisor — Client-Focused Planning

PNC; Boston (MA); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Life insurance

Disability protection

401(k) with match

Educational assistance

Wellness program

Paid holidays

Job summary

PNC Wealth Management in Boston seeks a Financial Advisor to manage an assigned client book, develop tailored investment and insurance strategies, and deliver comprehensive financial planning. You will collaborate with branch staff to grow client relationships and drive referrals while maintaining regulatory compliance.

Qualified candidates have a bachelor’s degree and FINRA Series 7/66 and Life & Health licenses.

Qualifications

• Bachelor's degree required or equivalent experience.
• FINRA licenses and Life/Health insurance are required or pursued.
• Experience in wealth management or financial advisory preferred.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain an investment and insurance book of business; manage client experience.

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 in Boston seeks a Financial Advisor to manage an assigned client book, develop tailored investment and insurance strategies, and deliver comprehensive financial planning. You will collaborate with branch staff to grow client relationships and drive referrals while maintaining regulatory compliance.

Qualified candidates have a bachelor’s degree and FINRA Series 7/66 and Life & Health licenses.