Wealth Management Advisor — Client Strategy & Growth

PNC; Clarks Summit (Lackawanna County); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

Medical coverage

Dental & Vision

Life Insurance

Disability

401(k) match

Pension

Stock purchase program

Paid time off

Holidays

Job summary

PNC in Clarks Summit, PA is seeking a Premier Client Advisor within Wealth Management. You will consult on investment and insurance strategies, develop tailored financial plans, and own the client experience while coordinating referrals to internal partners.

You will grow relationships through networking, deliver sound recommendations, mentor branch staff, and work with the Private Client Banker to drive investment results while ensuring compliance with laws and internal guidelines.

Qualifications

• University or college degree with 2+ years of relevant professional experience.
• In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience may be considered.
• Bachelor’s Degree.

Responsibilities

• Consult on investment and insurance strategies, and develop financial plans for clients. Grow and retain an investment and insurance book of business, owning the client experience and efficiently handling sales and service opportunities, including referrals to internal business partners.
• Acquire, expand, and maintain client relationships through business development and client networking. Grow client loyalty and share of wallet through an exceptional client experience, applying product and procedural knowledge to solve client problems efficiently.
• Develop and implement investment and insurance strategies for clients, determining the best products to support those strategies. Present sound financial recommendations and guidance, establish individual financial plans based on client needs and objectives, and monitor plans to recommend changes as needed.
• Coach and educate branch staff and internal partners on investment opportunities, driving investment education and visibility among branch staff. In partnership with the Private Client Banker, lead the branch team on actions to achieve investment results, demonstrating urgency and effective communication with internal and external partners to build strong relationships that drive referral activity.
• Meet regularly with the branch manager and other internal partners to communicate and review business results and pipeline management. Meet service level agreements on lead and referral follow-up and adhere to all applicable laws, regulations, policies, and guidelines.

Skills

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 in Clarks Summit, PA is seeking a Premier Client Advisor within Wealth Management. You will consult on investment and insurance strategies, develop tailored financial plans, and own the client experience while coordinating referrals to internal partners.

You will grow relationships through networking, deliver sound recommendations, mentor branch staff, and work with the Private Client Banker to drive investment results while ensuring compliance with laws and internal guidelines.