Wealth Planning & Investment Advisor

PNC; Gilbert (AZ); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical and dental insurance

401(k) with company match

Paid time off and leave policies

Job summary

PNC in Gilbert, AZ is seeking a Financial Advisor to manage a book of business and help clients meet their financial goals. You will work in a highly collaborative branch environment, focusing on the client experience while developing financial plans and investment strategies.

The ideal candidate will possess a Bachelor's degree and relevant experience, along with required FINRA certifications. PNC fosters a supportive culture with a comprehensive benefits plan.

Qualifications

• 2+ years of relevant professional experience in financial advisory.
• Bachelor's degree or comparable combination of education and experience required.
• FINRA Series 7 and 66 (or 63, 65) required.

Responsibilities

• Consult on investment and insurance strategies for clients.
• Acquire and maintain client relationships through networking.
• Lead the branch team on investment results.

Skills

Client Prospecting

Client Relationship Building

Customer Engagement

Financial Analysis

Investment Banking

Education

Bachelor's degree

Tools

FINRA Series 7

FINRA Series 66

Life and Health Insurance

Job description

PNC in Gilbert, AZ is seeking a Financial Advisor to manage a book of business and help clients meet their financial goals. You will work in a highly collaborative branch environment, focusing on the client experience while developing financial plans and investment strategies.

The ideal candidate will possess a Bachelor's degree and relevant experience, along with required FINRA certifications. PNC fosters a supportive culture with a comprehensive benefits plan.