Wealth Advisor - PNC Wealth Management
Core
Consults on investment and insurance strategies, develops financial plans, and grows/retains an investment and insurance book of business for clients.
Role type
Wealth Advisor (Financial Planning & Insurance)
Builds
Individual financial plans, investment strategies, and insurance solutions
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Client Prospecting, Client Relationship Building, Financial Analysis, Investment Banking, Financial Modeling, Credit Risk Analysis, Public Speaking, Relationship Management, Coaching Others
Preferred skills
Sales Tasks And Activities, Selling, Customer Experience Management, Customer Retention, Managing Multiple Priorities
Technologies
FINRA Series 7, FINRA Series 66 (or 63,65), Life and Health Insurance Licenses
Responsibilities
Consults on investment and insurance strategies; Acquires and maintains client relationships through business development; Develops and implements financial plans; Coaches internal business partners on investment opportunities; Meets service level agreements on lead and referral follow up.
Seniority
Mid-level, 3+ years experience