Wealth Strategy Advisor - Premier Client Relations

PNC Financial Services Group, Inc.; United States; On-site; USD 58,000 - 96,000; Full time

Benefits offered by this job

Health insurance

401(k) with PNC match

Paid time off

Job summary

PNC Financial Services Group, Inc. is seeking a Premier Client Advisor in Wealth Management based in Columbia Crossings, MD. This in-office role focuses on consulting on investment and insurance strategies, expanding client relationships, and driving referrals across internal partners.

You will coach staff, manage client experiences, and deliver tailored financial plans. The position requires a Bachelor's degree and FINRA Series 7 and 66 licenses (or 63,65) with Life and Health Insurance

Qualifications

• Coaching and developing staff to identify investment opportunities.
• Strong customer relationship management and communication skills.
• Experience in sales, service and referrals within financial services.

Responsibilities

• Consult on investment and insurance strategies and financial plans for clients.
• Grow and retain an investment and insurance book of business.
• Own the client experience and manage sales and service with referrals to partners.
• Develop and implement investment strategies and present sound financial recommendations.
• Educate branch staff and partners to drive investment opportunities.
• Lead branch team in collaboration with Private Client Banker to achieve investment results.

Skills

Coaching Others

Customer Experience Management

Customer Retention

Effective Communications

Interpersonal Relationships

Managing Multiple Priorities

Prospecting

Sales Tasks And Activities

Selling

Education

Bachelor's

Job description

PNC Financial Services Group, Inc. is seeking a Premier Client Advisor in Wealth Management based in Columbia Crossings, MD. This in-office role focuses on consulting on investment and insurance strategies, expanding client relationships, and driving referrals across internal partners.

You will coach staff, manage client experiences, and deliver tailored financial plans. The position requires a Bachelor's degree and FINRA Series 7 and 66 licenses (or 63,65) with Life and Health Insurance