Wealth Advisor - PNC Wealth Management
Overview
Wealth Advisor at PNC Wealth Management drives investment and insurance strategies while growing and retaining a client book of business. You will own the client experience, handle sales and service, and develop financial plans. This role emphasizes urgency, client focus, risk management, and proactive relationship building.
What You'll Do11
- 1Consult on investment and insurance strategies and develop client financial plans
- 2Own client relationships through business development and networking
- 3Grow client loyalty and share of wallet via exceptional experiences
- 4Apply product knowledge to solve client problems efficiently
- 5Determine optimal products and present sound financial recommendations
- 6Establish individual financial plans based on client needs
- 7Monitor plans and recommend adjustments as needed
- 8Coach internal partners to identify investment opportunities
- 9Drive investment education and visibility internally
- 10Maintain strong communication with partners and clients for referrals
- 11Meet service level agreements on lead and referral follow up
Requirements5
- 1Licenses FINRA Series 7 and 66 required
- 2Life and Health Insurance mandatory
- 33+ years relevant industry experience
- 4Bachelor's degree or equivalent combination of education and certifications
- 5Customer focused and knowledgeable of client needs
Salary Insight
Salary not disclosed in listing
Location
Required Skills
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