Wealth Advisor, Investment & Insurance Strategies
Overview
You will own and grow an investment and insurance book of business, delivering financial plans and tailored strategies for clients at PNC Wealth Management. You will operate in Philadelphia, Pennsylvania, as part of a collaborative team that prioritizes client relationships and business development. Your role blends direct client advising with coaching internal partners to expand investment opportunities, driving both client loyalty and revenue growth. This position demands 3+ years of relevant industry experience, a bachelor's degree, and FINRA Series 7 and 66 (or 63,65) licenses, with life and health insurance certification required.
What You'll Do7
- 1Build and maintain a portfolio of investment and insurance clients, growing revenue through proactive prospecting and referrals.
- 2Design personalized financial plans based on client needs, then monitor and adjust them as their circumstances change.
- 3Present investment and insurance strategies clearly, recommending products that align with each client's goals.
- 4Coach internal business partners on identifying investment opportunities, raising awareness across the team.
- 5Drive client loyalty by delivering exceptional service, resolving issues quickly, and deepening share of wallet.
- 6Meet regularly with partners to review pipeline status and business results, ensuring lead follow-up meets service agreements.
- 7Adhere to all regulatory, legal, and PNC policies, managing risk in every client interaction.
Requirements8
- 13+ years of direct industry experience in wealth management or financial advising.
- 2FINRA Series 7 and 66 (or 63,65) licenses, active and in good standing.
- 3Life and Health insurance licenses, active and in good standing.
- 4Bachelor's degree required, or equivalent combination of education and experience.
- 5Proven track record in client prospecting, building relationships, and retaining business.
- 6Strong financial analysis and modeling skills to craft sound investment strategies.
- 7Excellent communication and public speaking abilities for client presentations and internal coaching.
- 8Ability to manage multiple priorities and thrive in an in-office environment.
Salary Insight
$70 - $117k per year
Location
Required Skills
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