Wealth Management Advisor - In-Office Client Strategy

PNC; Pine Township (Allegheny County); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical/prescription coverage

Dental and vision options

401(k) with match

Job summary

PNC Wealth Management in Pittsburgh, PA, Pine Township seeks an experienced Financial Advisor to manage a client book and deliver investment and insurance guidance. You will build financial plans, cultivate relationships, and work within a collaborative team to meet client goals.

Required are a Bachelor’s degree and FINRA Series 7/66 plus Life and Health licenses. This in-office role offers a robust benefits package and career growth within PNC’s Wealth Management division.

Qualifications

• Bachelor's degree or higher required within the relevant field.
• Active FINRA Series 7/66 licenses preferred or required.
• Life and Health Insurance knowledge/requirements.
• Strong sales and client relationship skills.
• Ability to develop financial plans and investment strategies.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and retains an investment and insurance book of business.
• Owns client experience, handling sales and service and referrals to partners.
• Develops client relationships through networking and service excellence.
• Presents financial recommendations and guidance to clients.
• Establishes financial plans based on client needs and objectives.

Skills

Client Prospecting

Client Relationship Building

Sales Tasks And Activities

Financial Analysis

Public Speaking

Education

Bachelor's degree

Tools

FINRA Licenses

Job description

PNC Wealth Management in Pittsburgh, PA, Pine Township seeks an experienced Financial Advisor to manage a client book and deliver investment and insurance guidance. You will build financial plans, cultivate relationships, and work within a collaborative team to meet client goals.

Required are a Bachelor’s degree and FINRA Series 7/66 plus Life and Health licenses. This in-office role offers a robust benefits package and career growth within PNC’s Wealth Management division.