Wealth Advisor – PNC Investments
| Company | PNC Financial Services |
|---|---|
| Location | Philadelphia, PA, USA, Doylestown, PA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level, Senior |
Requirements
- University/college degree
- 3+ years of relevant/direct industry experience
- FINRA Series 7 and 66 (or 63,65) required
- Life and Health Insurance required
Responsibilities
- Consults on investment and insurance strategies, as well as the development of financial plans for clients
- Grows and retains an investment and insurance book of business
- Owns the client experience, efficiently handling sales and service
- Identifies sales and/or executing opportunities and making referrals to internal business partners as appropriate
- Acquires, expands and maintains client relationships through business development and client networking
- Grows client loyalty and share of wallet through an exceptional client experience
- Applies product and procedural knowledge to solve client problems appropriately and efficiently
- Develops and implements investment and insurance strategies for clients
- Determines the best products to support such strategies
- Presents sound financial recommendations and guidance to clients
- Establishes individual financial plans based on client financial needs and objectives
- Monitors financial plans and recommends changes as needed
- Actively and regularly coaches and educates internal business partners to identify investment opportunities
- Drives investment education and visibility among internal business partners
- Shows urgency with activities and leads by example
- Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity
- Regularly meets with internal business partners to communicate and review business results and pipeline management
- Meets service level agreements on lead and referral follow up
- Adheres to all applicable laws, regulations, policies and guidelines
Preferred Qualifications
- Client Prospecting
- Client Relationship Building
- Credit Risk Analysis
- Customer Engagement
- Financial Analysis
- Financial Modeling
- Investment Banking
- Public Speaking
- Relationship Building
- Relationship Management