Wealth Management Financial Advisor – Client Growth & Planning

PNC; Phoenix (AZ); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical coverage

401(k) employer match

Paid time off

Educational assistance

Wellness program

Job summary

PNC is looking for a Financial Advisor based in Phoenix, AZ, providing personalized financial solutions and fostering strong client relationships.

The role involves consulting on investment strategies, developing financial plans, and educating branch staff on investment opportunities. A Bachelor's degree and relevant experience are required.

PNC offers a comprehensive benefits package and a supportive workplace culture for career growth.

Qualifications

• A university/college degree is required with 2+ years of relevant professional experience.
• FINRA Series 7 and 66 required. Life and Health Insurance required.

Responsibilities

• Consult on investment and insurance strategies for clients.
• Develop and retain client relationships through business development.
• Regularly meet with managers to review business results.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Management

Education

Bachelor's degree

Job description

PNC is looking for a Financial Advisor based in Phoenix, AZ, providing personalized financial solutions and fostering strong client relationships.

The role involves consulting on investment strategies, developing financial plans, and educating branch staff on investment opportunities. A Bachelor's degree and relevant experience are required.

PNC offers a comprehensive benefits package and a supportive workplace culture for career growth.