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
Investment strategy, Insurance planning, Financial planning, Client relationship management, Business development, Sales, Risk management
Preferred skills
Client prospecting, Financial analysis, Financial modeling, Investment banking, Public speaking
Technologies
N/A
Responsibilities
Consult on investment and insurance strategies; Acquire and maintain client relationships; Develop and implement financial plans; Coach internal business partners; Meet service level agreements on lead follow-up
Seniority
Mid-level, hands-on IC