Wealth Advisor - PNC Wealth Management
Core
Consults on investment and insurance strategies, develops financial plans, and grows/retains a book of business for clients.
Role type
Wealth Advisor (Financial Planning & Insurance)
Builds
Individual financial plans, investment strategies, and insurance solutions
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial Analysis, Investment Strategy, Insurance Planning, Client Relationship Management, Sales, Business Development, Risk Management, Financial Modeling, Product Knowledge, Regulatory Compliance
Preferred skills
Client Prospecting, Credit Risk Analysis, Public Speaking, Investment Banking
Technologies
Financial planning software, CRM systems
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