Wealth Management Advisor – Growth & Planning

PNC; Thornton (CO); On-site; USD 53,000 - 96,000; Full time

Benefits offered by this job

Medical coverage

Dental & Vision

Life Insurance

Disability Insurance

401(k) Match

Dependent Care

Back-up Care

Educational Assistance

Wellness Program

Paid Holidays

Vacation Days

Job summary

PNC Wealth Management is seeking a Financial Advisor based in the Denver, CO market. You will manage an assigned client book, develop personalized investment and insurance plans, and partner with branch teams to deliver exceptional service.

You will consult on strategies, grow client loyalty, and drive referrals through a client-centric approach, supported by a robust training program and technology. This is an in-office role with strong collaboration across branches.

Qualifications

• Roles at this level typically require a university/college degree with 2+ years of relevant professional experience.
• FINRA Series 7 and 66 required. Life and Health Insurance required.
• Education and Licenses support advisory responsibilities within Wealth Management.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and maintains an investment and insurance book of business.
• Owns client experience, handling sales and service and referrals to partners.
• Develops and implements investment/insurance strategies for clients.
• Coaches branch staff and drives investment education within the team.
• Maintains relationships through business development and client networking.

Skills

Client Prospecting

Client Relationships

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Public Speaking

Relationship Building

Coaching Others

Customer Experience

Customer Retention

Communications

Interpersonal Skills

Multitasking

Prospecting

Sales Activities

Selling

Education

Bachelor

Job description

PNC Wealth Management is seeking a Financial Advisor based in the Denver, CO market. You will manage an assigned client book, develop personalized investment and insurance plans, and partner with branch teams to deliver exceptional service.

You will consult on strategies, grow client loyalty, and drive referrals through a client-centric approach, supported by a robust training program and technology. This is an in-office role with strong collaboration across branches.