Wealth Strategy Advisor

PNC Financial Services Group, Inc.; Lakewood (CO); Hybrid; USD 70,000 - 117,000; Full time

Benefits offered by this job

Health Savings Account

401(k) with PNC match

Pension

Stock purchase plans

Paid time off

Job summary

PNC Wealth Management in Lakewood, CO is seeking a Wealth Advisor to consult on investment and insurance strategies and develop tailored financial plans for clients. You will grow and retain an investment and insurance book of business, owning the client experience and coordinating with internal partners to deliver exceptional service.

The role requires strong relationship-building, a solid understanding of financial markets and risk management, and the ability to coach colleagues.

Qualifications

• Bachelor's degree required.
• FINRA Series 7 and 66 (or 63,65) preferred/required.
• Life and Health Insurance required.
• 3+ years of relevant/direct industry experience.

Responsibilities

• Consults on investment and insurance strategies, and development of financial plans for clients.
• Grows and retains an investment and insurance book of business.
• Owns the client experience, handling sales and service, and referring to internal partners as appropriate.
• Develops and expands client relationships through business development and client networking.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Education

Bachelor's degree

Job description

PNC Wealth Management in Lakewood, CO is seeking a Wealth Advisor to consult on investment and insurance strategies and develop tailored financial plans for clients. You will grow and retain an investment and insurance book of business, owning the client experience and coordinating with internal partners to deliver exceptional service.

The role requires strong relationship-building, a solid understanding of financial markets and risk management, and the ability to coach colleagues.