Wealth Strategy Advisor

PNC Financial Services Group, Inc.; Waldorf (MD); Sur place; USD 64 000 - 128 000; Plein temps

Avantages offerts par ce poste

Health insurance

401(k) with match

Paid time off

Education assistance

Résumé du poste

PNC Wealth Management seeks a Wealth Advisor based in Maryland to guide clients through investment and insurance strategies and to develop tailored financial plans. You will own the client experience, proactively expanding your book of business and collaborating with internal partners to deliver seamless service.

Qualified candidates will have FINRA Series 7/66 and Life and Health Insurance licenses, a Bachelor's degree, and a proven ability to build relationships and present sound financial

Qualifications

• Bachelor's degree; 3+ years of industry experience preferred; FINRA Series 7 and 66 preferred or required; Life and Health Insurance licenses.

Responsabilités

• Consults on investment and insurance strategies and develops financial plans for clients.
• Acquires and expands client relationships through business development and referrals.
• Develops and implements investment and insurance strategies and presents financial recommendations.
• Coaches internal partners and drives referral activity.
• Meets service level agreements and adheres to laws and policies.

Connaissances

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Formation

Bachelors

Description du poste

PNC Wealth Management seeks a Wealth Advisor based in Maryland to guide clients through investment and insurance strategies and to develop tailored financial plans. You will own the client experience, proactively expanding your book of business and collaborating with internal partners to deliver seamless service.

Qualified candidates will have FINRA Series 7/66 and Life and Health Insurance licenses, a Bachelor's degree, and a proven ability to build relationships and present sound financial