Wealth Advisor - PNC Wealth Management
On-siteLancaster, Pennsylvania, United States
Job Summary
Consult on investment and insurance strategies, develop financial plans, and grow the client book of business by acquiring and maintaining relationships through business development and networking. Present sound financial recommendations, establish individual financial plans based on client needs, and monitor those plans to recommend necessary changes. Coach internal business partners on investment opportunities, drive education and visibility among partners, and regularly review business results and pipeline management. Adhere to all applicable laws, regulations, policies, and guidelines while managing risk within the Enterprise Risk Management Framework. Requires FINRA Series 7, 66 (or 63, 65), Life and Health Insurance licenses, a bachelor's degree, and 3+ years of relevant industry experience.
Required Qualifications
- FINRA Series 7 and 66 (or 63,65)
- Life and Health Insurance
- 3+ years of relevant / direct industry experience
- Bachelors
Desired Qualifications
- 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
- Certifications
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