Premier Client Advisor - PNC Wealth Management

Consult on investment and insurance strategies, develop personalized financial plans, and grow an assigned book of business through business development and client networking. Own the client experience by efficiently handling sales and service, executing opportunities, and making referrals to internal partners. Establish and monitor individual financial plans based on client needs, presenting sound recommendations and guidance while applying product knowledge to solve problems. Actively coach branch staff and internal business partners to identify investment opportunities, drive education and visibility, and lead the team on actions to achieve investment results. Maintain regular communication with partners to build relationships that drive referral activity and meet service level agreements on lead follow-up.