Wealth Advisor - PNC Wealth Management
On-siteSan Antonio, Texas, United States
Job Summary
Consult on investment and insurance strategies, develop financial plans, and grow the client book of business. Own the client experience by efficiently handling sales, executing opportunities, and making referrals to internal partners. Establish individual financial plans based on client needs, monitor progress, and recommend changes as necessary. Actively coach internal business partners to identify investment opportunities and drive referral activity through regular communication and pipeline management. Adhere to all applicable laws, regulations, policies, and guidelines while maintaining strong relationships with both internal and external stakeholders.
Required Qualifications
- FINRA Series 7 and 66 (or 63,65) required
- Life and Health Insurance required
- university / college degree
- 3+ years of relevant / direct industry experience
- appropriate knowledge, skills, and abilities for a role
- Client Prospecting
- Client Relationship Building
- Credit Risk Analysis
- Customer Engagement
- Financial Analysis
- Financial Modeling
- Investment Banking
- Public Speaking
- Relationship Building
- Relationship Management
- Coaching Others
- Customer Experience Management
- Customer Retention
- Effective Communications
- Interpersonal Relationships
- Managing Multiple Priorities
- Prospecting
- Sales Tasks And Activities
- Selling
- Consults on investment and insurance strategies
- development of financial plans for clients
- Grows and retains an investment and insurance book of business
- Owns the client experience
- efficiently handling sales and service
- identifying sales and/or executing opportunities
- making referrals to internal business partners
- Acquires, expands and maintains client relationships
- Grows client loyalty and share of wallet
- Applies product and procedural knowledge to solve client problems
- Develops and implements investment and insurance strategies for clients
- Determines the best products to support such strategies
- Presents sound financial recommendations and guidance to clients
- Establishes individual financial plans based on client financial needs and objectives
- Monitors financial plans and recommends changes as needed
- Actively and regularly coaches and educates internal business partners to identify investment opportunities
- Drives investment education and visibility among internal business partners
- Shows urgency with activities and leads by example
- Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity
- Regularly meets with internal business partners to communicate and review business results and pipeline management
- Meets service level agreements on lead and referral follow up
- Adheres to all applicable laws, regulations, policies and guidelines
- Customer Focused
- Managing Risk
- Assessing and effectively managing all of the risks associated with their business objectives and activities
Desired Qualifications
- Certifications are often desired
- In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered
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