4 часа назад
Wealth Banker - PNC Wealth Management (Fintech)
70 125 - 116 875$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Wealth Banker - PNC Wealth Management (Fintech): Developing and executing client acquisition, outreach, retention, and financial wellness strategies for mass affluent banking clients with an accent on consultative selling, relationship management, and portfolio profitability. Focus on converting sales opportunities, coordinating banking and investing partnerships, managing risk, and delivering tailored solutions throughout the client relationship.
Location: In-office near Niles, Illinois, United States
Base salary: $70,125–$116,875 per year, plus incentive eligibility.
Company
is a banking and wealth management organization serving customers through financial products, advisory services, and relationship-based solutions.
What you will do
- Develop and execute strategies to acquire, engage, retain, and grow mass affluent client relationships.
- Generate and manage leads, client appointments, sales opportunities, and referrals to ecosystem partners.
- Build internal and external partnerships to expand revenue and share of wallet.
- Deliver consultative financial wellness conversations and tailored banking solutions.
- Own client relationships, manage portfolio risk and profitability, and coordinate onboarding and servicing.
- Partner with Financial Advisors to deliver banking, investing, advice, and planning solutions.
Requirements
- Bachelor’s degree required; a comparable combination of education, certifications, and experience may be considered.
- 3+ years of relevant or direct industry experience.
- Knowledge of banking products, relationship management, customer experience, sales, communication, and risk management.
- FINRA Series 7 and Series 66, or Series 63 and 65, preferred.
- Life and Health Insurance licensing preferred.
- does not provide employment visa sponsorship or participate in STEM OPT for this position.
Culture & Benefits
- In-office workplace with an inclusive and supportive environment.
- Medical, prescription, dental, vision, life, and disability coverage options.
- 401(k) matching, pension, stock purchase plans, and dependent care support.
- Educational assistance, wellness programs, and financial incentives.
- Paid parental leave, up to 11 holidays, occasional absence days, and 15–25 vacation days depending on career level and service.
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