Wealth Planner & Client Growth Advisor

PNC Financial Services Group, Inc.; Boston (MA); Hybrid; USD 77,000 - 128,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Pension plan and stock purchase

Paid time off

Job summary

PNC Financial Services Group, Inc. in Boston is seeking a Wealth Advisor to join PNC Wealth Management. You will consult on investment and insurance strategies, develop financial plans, and nurture a book of business while delivering an exceptional client experience.

You will grow client relationships through prospecting and referrals, coordinate with internal partners, and ensure adherence to regulatory requirements and firm policies.

Qualifications

• FINRA Series 7 and 66 (or 63,65) required.
• Life and Health Insurance required.
• Typically 3+ years of relevant industry experience.

Responsibilities

• Consults on investment and insurance strategies and builds financial plans.
• Grows and retains an investment and insurance book of business through client relationships.
• Develops client relationships through networking and referrals.
• Collaborates with internal partners to provide tailored client solutions.

Skills

Client prospecting

Client relationship building

Credit risk analysis

Customer engagement

Financial analysis

Financial modeling

Investment banking

Public speaking

Relationship building

Relationship management

Education

Bachelor's degree

Job description

PNC Financial Services Group, Inc. in Boston is seeking a Wealth Advisor to join PNC Wealth Management. You will consult on investment and insurance strategies, develop financial plans, and nurture a book of business while delivering an exceptional client experience.

You will grow client relationships through prospecting and referrals, coordinate with internal partners, and ensure adherence to regulatory requirements and firm policies.