PNC Financial Services Group logo
PNC Financial Services GroupPosted 1 month ago

Premier Client Banker - PNC Wealth Management

On-sitePlantation Broward County, Florida, United States

Full TimeEnterprise

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.

Get started

Apply to this job in one click with Sorce

Apply on Sorce