Premier Client Advisor - PNC Wealth Management
$75,000–$75,000 year
On-siteMays Landing, New Jersey, United States
Job Summary
Consult on investment and insurance strategies, develop financial plans, and grow an assigned book of business by acquiring and maintaining client relationships. Own the client experience by efficiently handling sales and service, identifying opportunities, and making referrals to internal partners. Establish individual financial plans based on client needs, monitor progress, and recommend changes as needed. Actively coach branch staff and internal business partners on investment education and visibility to drive referral activity. Meet service level agreements on lead and referral follow-up while adhering to all applicable laws and regulations.
Required Qualifications
- 2+ years of relevant professional experience
- University / college degree
- FINRA Series 7 and 66 (or 63,65) license
- Life and Health Insurance license
- Coaching Others competency
- Customer Experience Management competency
- Customer Retention competency
- Effective Communications competency
- Interpersonal Relationships competency
- Managing Multiple Priorities competency
- Prospecting competency
- Sales Tasks And Activities competency
- Selling competency
- Knowledge of investment and insurance strategies
- Ability to develop financial plans for clients
- Ability to grow and retain an investment and insurance book of business
- Ability to own the client experience
- Ability to handle sales and service
- Ability to identify sales and/or execute opportunities
- Ability to make referrals to internal business partners
- Ability to acquire, expand and maintain client relationships
- Ability to grow client loyalty and share of wallet
- Ability to apply product and procedural knowledge to solve client problems
- Ability to develop and implement investment and insurance strategies for clients
- Ability to determine the best products to support strategies
- Ability to present sound financial recommendations and guidance to clients
- Ability to establish individual financial plans based on client financial needs and objectives
- Ability to monitor financial plans and recommend changes as needed
- Ability to coach and educate branch staff and internal business partners
- Ability to drive investment education and visibility among branch staff
- Ability to lead the branch team on actions to achieve investment results
- Ability to communicate and review business results and pipeline management with branch manager and internal business partners
- Ability to meet service level agreements on lead and referral follow up
- Ability to adhere to all applicable laws, regulations, policies and guidelines
- Customer Focused mindset
- Managing Risk mindset
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.