Wealth Planning Advisor — Client Growth & Solutions

PNC Financial Services Group, Inc.; Arvada (CO); On-site; USD 58,000 - 96,000; Full time

Job summary

PNC Financial Services Group, Inc. in Arvada, CO is seeking a Premier Client Advisor within Wealth Management to manage and grow an investment and insurance book of business.

You will consult on financial plans, coordinate with branch staff, and nurture client relationships to deliver tailored advisory solutions. The role emphasizes in-office collaboration, regulatory compliance, and a proactive approach to cross-selling while supporting clients in achieving savings, retirement, and investment

Qualifications

• 2+ years of relevant professional experience.
• Bachelors degree.
• FINRA Series 7 and 66 (or 63,65) and Life & Health Insurance licenses required.

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.
• Develops client relationships through business development and networking.
• Develops and implements investment and insurance strategies; presents recommendations.
• Coaches branch staff and partners to identify investment opportunities and drive referrals.

Skills

Coaching Others

Customer Experience Management

Customer Retention

Effective Communications

Interpersonal Relationships

Managing Multiple Priorities

Prospecting

Sales Tasks And Activities

Selling

Education

Bachelors

Job description

PNC Financial Services Group, Inc. in Arvada, CO is seeking a Premier Client Advisor within Wealth Management to manage and grow an investment and insurance book of business.

You will consult on financial plans, coordinate with branch staff, and nurture client relationships to deliver tailored advisory solutions. The role emphasizes in-office collaboration, regulatory compliance, and a proactive approach to cross-selling while supporting clients in achieving savings, retirement, and investment