Wealth Strategy Advisor: Grow Client Portfolios

PNC; Chicago (IL); On-site; USD 63,000 - 128,000; Full time

Benefits offered by this job

Health benefits

401(k) with match

Paid time off

Professional development

Job summary

PNC Wealth Management in Illinois seeks a Wealth Advisor to build and manage an investment and insurance book of business, delivering tailored financial plans and exceptional client service. You will collaborate with internal partners to uncover opportunities and ensure client needs are met.

The role requires a Bachelor’s degree and FINRA Series 7/66 licenses (63/65 acceptable in some cases), with 3+ years in wealth, banking or advisory services.

Qualifications

• Bachelor's degree required; Certifications often desired.
• FINRA Series 7 and 66 required (63/65 acceptable).
• Strong sales, client service, and financial planning knowledge.

Responsibilities

• Advise on investments and insurance, develop financial plans for clients.
• Grow and retain client relationships and expand book of business.
• Coordinate with internal partners to present financial solutions and referrals.
• Coach and educate internal teams to improve client opportunities.

Skills

Client Prospecting

Relationship Building

Financial Analysis

Public Speaking

Consultative Selling

Internal collaboration

Education

Bachelor's Degree

FINRA Series 7/66

Job description

PNC Wealth Management in Illinois seeks a Wealth Advisor to build and manage an investment and insurance book of business, delivering tailored financial plans and exceptional client service. You will collaborate with internal partners to uncover opportunities and ensure client needs are met.

The role requires a Bachelor’s degree and FINRA Series 7/66 licenses (63/65 acceptable in some cases), with 3+ years in wealth, banking or advisory services.