8 дней назад
Premier Client Advisor - PNC Wealth Management
57 750 - 96 250$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Premier Client Advisor - PNC Wealth Management (Investment and Insurance Strategies): Consulting with clients on investment, insurance, and financial planning strategies while growing and retaining a book of business with an accent on relationship development, client education, and referral generation. Focus on developing customized financial plans, coaching branch staff on investment opportunities, managing sales pipelines, and ensuring compliant client service.
Location: Columbia Crossings, Columbia, Maryland 21046; in-office role
Base salary: $57,750–$96,250 per year, plus incentive compensation based on company, business, and individual performance.
Company
is a financial services company providing banking and wealth management solutions.
What you will do
- Consult with clients on investment, insurance, and financial planning strategies.
- Grow and retain an investment and insurance book of business through networking and relationship development.
- Develop, present, and monitor customized financial plans and recommend changes as client needs evolve.
- Manage the client experience, including sales, service, referrals, and resolution of client problems.
- Coach and educate branch staff and internal partners to identify investment opportunities and improve referral activity.
- Review business results and pipeline management with branch leadership while meeting service-level and regulatory requirements.
Requirements
- Bachelor’s degree and 2+ years of relevant professional experience, or a comparable combination of education, certifications, and experience.
- FINRA Series 7 and Series 66, or Series 63 and 65, required.
- Life and Health Insurance license required.
- Demonstrated skills in customer experience, retention, prospecting, sales, communication, coaching, and managing multiple priorities.
- Must work in the Columbia, Maryland office; will not provide employment visa sponsorship or participate in STEM OPT for this position.
Culture & Benefits
- Inclusive workplace focused on customer service, collaboration, and risk management.
- Medical, prescription drug, dental, and vision coverage, with eligible health savings account options.
- 401(k) matching, pension, stock purchase plans, life insurance, disability protection, 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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