Wealth Strategy Advisor: Grow Client Portfolios

PNC Financial Services Group, Inc.; South Bend (IN); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Health Insurance

Job summary

PNC Wealth Management is seeking a Wealth Advisor in Indiana to consult on investment and insurance strategies, develop comprehensive financial plans, and grow a client book through networking and referrals.

The ideal candidate will have 3+ years in the sector, FINRA licenses (Series 7/66) and Life/Health insurance credentials, with outstanding communication and relationship-building abilities. In-office role with strong support for professional development.

Qualifications

• University degree; 3+ years of relevant/ direct industry experience.
• FINRA Series 7 and 66 required (or 63/65 as applicable). Life and Health Insurance licenses required.
• Strong communication and relationship management skills; ability to develop financial plans and investment strategies.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Cultivate and expand client relationships through networking and referrals.
• Develop and implement investment strategies and recommend products to meet client goals.
• Educate and coach internal partners to identify opportunities and drive referrals.
• Meet SLAs for lead/referral follow-up and ensure compliance with laws and policies.

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

Job description

PNC Wealth Management is seeking a Wealth Advisor in Indiana to consult on investment and insurance strategies, develop comprehensive financial plans, and grow a client book through networking and referrals.

The ideal candidate will have 3+ years in the sector, FINRA licenses (Series 7/66) and Life/Health insurance credentials, with outstanding communication and relationship-building abilities. In-office role with strong support for professional development.