Financial Advisor - PNC Wealth Management
On-site · Goodyear, Arizona, United States
Job Summary
Financial Advisor within PNC Wealth Management based in Goodyear, AZ. Consult on investment and insurance strategies and develop client financial plans; grow and retain an investment/insurance book; own the client experience through sales and service while identifying opportunities and making referrals to internal partners. Build client relationships through business development and networking; educate branch staff on investment opportunities; collaborate with branch manager and investment sales to drive results; maintain regular communication with internal and external partners to support referrals and pipeline management. Adheres to all applicable laws, regulations, policies, and guidelines; demonstrates customer focus, risk management, and effective collaboration to deliver tailored financial solutions and a superior client experience.
Required Qualifications
- Bachelor's degree
- FINRA Series 7 and 66 (or 63,65) required
- Life and Health Insurance required
- 2+ years of relevant professional experience
- In lieu of a degree, a comparable combination of education, job specific certification(s), and experience may be considered
Additional Requirements
- No visa sponsorship for employment visas; STEM OPT not available for this position
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