Overview As a Wealth Advisor in PNC Wealth Management, you will develop and implement investment and insurance strategies while growing and sustaining a client book. You own the client experience, handling sales and service, and collaborate with internal partners to uncover opportunities and referrals. You'll articulate financial plans, monitor progress, and coach colleagues to drive investment education and referrals. This role suits a relationship-driven professional who thrives in a collaborative, inclusive culture with a strong client focus.
Compensation / Benefits- medical/prescription drug coverage with HSA
- dental and vision options
- 401(k) with PNC match
- educational assistance
- paid holidays
- vacation days
Responsibilities- Consult on investment and insurance strategies and develop financial plans
- Grow and maintain a book of business through client development and referrals
- Own the client experience, handling sales, service, and partnership referrals
- Develop and implement investment and insurance strategies and select suitable products
- Present financial recommendations and establish financial plans based on client needs
- Monitor plans and adjust as needed to meet objectives
- Coach internal partners to identify investment opportunities and educate on investments
- Communicate with internal and external partners to drive referrals and manage pipeline
- Meet service levels for lead/referral follow-up and adhere to applicable laws and policies
Key requirements- 3+ years of relevant industry experience
- Bachelor degree or equivalent
- FINRA Series 7 and 66 (or 63,65) licenses required
- Life and Health Insurance licenses required
- Strong relationship management and client service skills
- Ability to develop financial plans and present recommendations
- Client prospecting
- Relationship building
- Effective communications
- Financial analysis
- Financial modeling
- Investment banking
