Wealth Planner & Client Growth Advisor

Fairygodboss; West Chester (Chester County); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical coverage

401(k) with company match

Educational assistance

Job summary

PNC Wealth Management seeks a Financial Advisor to build and manage a book of business within a busy branch. You will consult on investments and insurance, develop personalized financial plans, and grow client relationships through proactive advice and referrals.

Collaborate with branch staff to educate clients, follow compliance rules, and deliver an exceptional client experience while meeting sales and service goals.

Qualifications

• Strong client development skills and ability to grow a book of business.
• Solid knowledge of investment and insurance products and planning.
• Excellent presentation and interpersonal abilities.

Responsibilities

• Consult on investment and insurance strategies and develop client financial plans.
• Acquire and manage client relationships to grow loyalty and assets.
• Develop and implement investment strategies and present sound recommendations.

Skills

Client Prospecting

Client Relationship Building

Financial Analysis

Public Speaking

Relationship Building

Education

Bachelors

Job description

PNC Wealth Management seeks a Financial Advisor to build and manage a book of business within a busy branch. You will consult on investments and insurance, develop personalized financial plans, and grow client relationships through proactive advice and referrals.

Collaborate with branch staff to educate clients, follow compliance rules, and deliver an exceptional client experience while meeting sales and service goals.