Wealth Planning Advisor: Grow Client Portfolios & Plans

PNC; Littleton (CO); On-site; USD 58,000 - 96,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid holidays

Job summary

PNC Wealth Management is seeking a Financial Advisor based in Littleton, CO. Advisors execute an advice and planning strategy to help clients meet savings, investing and retirement goals.

The team offers a robust training program, administrative support and state-of-the-art technology to elevate your career. The responsibilities include consulting on investment and insurance strategies, developing financial plans, expanding client relationships, and collaborating with internal partners to drive

Qualifications

• University degree (Bachelors) required.
• 2+ years of relevant professional experience preferred.
• FINRA Series 7 and 66 required; Life and Health Insurance required.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grow and retain an investment and insurance book of business.
• Expand client relationships through networking and referrals.
• Collaborate with internal partners to identify investment opportunities and drive referrals.
• Adhere to laws, regulations, and company policies.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Education

Bachelors

Tools

FINRA Series 7/66

Life & Health Insurance

Job description

PNC Wealth Management is seeking a Financial Advisor based in Littleton, CO. Advisors execute an advice and planning strategy to help clients meet savings, investing and retirement goals.

The team offers a robust training program, administrative support and state-of-the-art technology to elevate your career. The responsibilities include consulting on investment and insurance strategies, developing financial plans, expanding client relationships, and collaborating with internal partners to drive