Wealth Planning Advisor - Premier Client Growth

Fairygodboss; Philadelphia (Philadelphia County); On-site; USD 90,000 - 130,000; Full time

Job summary

PNC Wealth Management seeks a Premier Client Advisor to manage a book of business and deliver holistic financial planning. You will consult on investment and insurance strategies, expand client relationships, and collaborate with team partners to drive referrals and investment results.

The role emphasizes coaching colleagues, maintaining risk-aware practices, and meeting regulatory guidelines while delivering exceptional client experiences.

Qualifications

• 2+ years of relevant professional experience; a university degree is typically required.
• FINRA Series 7 and 66 licenses are required; Life and Health Insurance licenses are also required.
• Demonstrated ability to develop financial plans and manage client relationships.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Acquires, expands and maintains client relationships to grow book of business.
• Develops and implements investment and insurance strategies for clients.
• Coaches branch staff to identify investment opportunities and drives referral activity.
• Meets with branch leadership to review results and pipeline; adheres to laws and guidelines.

Skills

Coaching Others

Customer Experience Management

Customer Retention

Effective Communications

Interpersonal Relationships

Managing Multiple Priorities

Prospecting

Sales Tasks And Activities

Selling

Education

Bachelor's degree

Tools

FINRA Series 7/66

Life and Health Insurance license

Job description

PNC Wealth Management seeks a Premier Client Advisor to manage a book of business and deliver holistic financial planning. You will consult on investment and insurance strategies, expand client relationships, and collaborate with team partners to drive referrals and investment results.

The role emphasizes coaching colleagues, maintaining risk-aware practices, and meeting regulatory guidelines while delivering exceptional client experiences.