Wealth Planning Advisor – Premier Client

PNC Financial Services Group, Inc.; East Norriton Township (Montgomery County); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical/prescription coverage

Dental and vision options

Life insurance

Disability protection

401(k) with match

Pension and stock purchase plans

Dependent care reimbursement

Educational assistance

Wellness program

Maternity/ parental leave

11 paid holidays

Job summary

PNC Financial Services Group, Inc. is seeking a Premier Client Advisor for its Wealth Management group in East Norriton, PA. You will manage an assigned book of business, consult on investment and insurance strategies, and guide clients toward their retirement and savings goals.

You will collaborate with branch staff and internal partners to create personalized financial plans, deliver exceptional service, and drive referral activity through proactive client engagement.

Qualifications

• University/college degree typically required; 2+ years of relevant professional experience.
• FINRA Series 7 and 66 (or 63,65) licenses required; Life and Health Insurance required.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and retains an investment and insurance book of business.
• Owns the client experience, handling sales, service, and referrals to internal partners.
• Builds client relationships through business development and networking.
• Drives investment education and visibility among branch staff.
• Leads the branch team with Private Client Banker to achieve investment results.

Skills

Client relationship

Sales & referrals

Communication

Time management

Prospecting

Collaboration

Coaching

Product knowledge

Financial planning

Education

Bachelor's degree

FINRA Series 7 & 66/63-65

Life & Health Insurance license

Job description

PNC Financial Services Group, Inc. is seeking a Premier Client Advisor for its Wealth Management group in East Norriton, PA. You will manage an assigned book of business, consult on investment and insurance strategies, and guide clients toward their retirement and savings goals.

You will collaborate with branch staff and internal partners to create personalized financial plans, deliver exceptional service, and drive referral activity through proactive client engagement.