Financial Advisor - PNC Wealth Management
Core
Consults on investment and insurance strategies, develops financial plans, and manages an assigned book of business to help clients meet savings, investing, and retirement goals.
Role type
Financial Advisor (Wealth Management)
Builds
Personalized investment and insurance solutions for clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client Prospecting, Client Relationship Building, Financial Analysis, Investment Banking, Relationship Management, Coaching Others, Customer Experience Management, Managing Risk
Preferred skills
Financial Modeling, Public Speaking, Credit Risk Analysis
Technologies
N/A
Responsibilities
Consults on investment and insurance strategies; Acquires and maintains client relationships; Develops and implements financial plans; Coaches branch staff and internal partners; Reviews business results and pipeline management.
Seniority
Mid-level, hands-on IC