Financial Advisor - PNC Wealth Management
Core
Financial Advisor based in a bank branch who 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 financial plans, investment and insurance strategies, and client relationships
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship building, Financial analysis, Investment strategy, Insurance planning, Sales and business development, Regulatory compliance
Preferred skills
Client prospecting, Credit risk analysis, Financial modeling, Public speaking, Relationship management
Technologies
State of the art technology (unspecified)
Responsibilities
Consult on investment and insurance strategies; Acquire and maintain client relationships; Develop and implement financial plans; Coach and educate branch staff; Meet service level agreements on lead follow-up
Seniority
Mid-level, 2+ years experience