Premier Client Banker - PNC Wealth Management
On-sitePlantation Broward County, Florida, United States
Job Summary
Drive mass affluent client acquisition, outreach, and retention by generating leads, managing appointments, and delivering differentiated experiences from acquisition through servicing. Execute consultative strategies to deepen share of wallet, proactively suggest financial wellness solutions, and convert sales opportunities using advanced relationship-building skills. Lead ecosystem partners to achieve client penetration goals, manage portfolio risk and profitability, and ensure accurate sales administration. Maintain proactive, timely communication while collaborating with advisors to deliver joint Banking and Investing partnerships.
Required Qualifications
- University / college degree
- 3+ years of relevant / direct industry experience
- Bachelors
- FINRA Series 7
- FINRA Series 66
- FINRA Series 63
- FINRA Series 65
- Life and Health Insurance
Desired Qualifications
- Certifications
- Life and Health Insurance
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.