Wealth Management Advisor — Grow Client Relationships

PNC Financial Services Group, Inc.; Southglenn (CO); On-site; USD 58,000 - 96,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid holidays & vacation

Job summary

PNC Financial Services Group, Inc. is seeking an experienced Premier Client Advisor for our Wealth Management team in Centennial, CO.

The role focuses on advising clients, building durable relationships, and delivering holistic financial planning solutions within a collaborative branch network. You will work with a team of specialists to execute investment and insurance strategies, develop personalized plans, and meet client objectives.

Qualifications

• Knowledge, skills and abilities required for success in this role.
• Experience with investment and insurance products is preferred.
• Licenses such as FINRA Series 7 and 66 (or 63,65) and Life and Health Insurance are 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 and identifying opportunities.

Skills

Coaching

Customer Experience Management

Customer Retention

Effective Communications

Interpersonal Relationships

Managing Multiple Priorities

Prospecting

Sales Tasks And Activities

Selling

Education

Bachelor's

Job description

PNC Financial Services Group, Inc. is seeking an experienced Premier Client Advisor for our Wealth Management team in Centennial, CO.

The role focuses on advising clients, building durable relationships, and delivering holistic financial planning solutions within a collaborative branch network. You will work with a team of specialists to execute investment and insurance strategies, develop personalized plans, and meet client objectives.