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 (Financial Planning/Investment Advisory): Developing personalized investment, insurance, savings, and retirement strategies while growing and retaining a client book of business with an accent on holistic financial planning, client relationships, and branch collaboration. Focus on building financial plans, identifying investment opportunities, coaching branch staff, managing referral pipelines, and ensuring regulatory compliance.
Location: Arvada, Colorado, United States; in-office position
Base salary: $57,750–$96,250 per year, plus incentive eligibility.
Company
provides banking and wealth management services, supporting clients with financial planning, investment, insurance, and retirement solutions.
What you will do
- Advise clients on investment, insurance, savings, and retirement strategies.
- Develop, implement, monitor, and update personalized financial plans.
- Grow and retain an investment and insurance book of business.
- Build client relationships through networking, business development, sales, and service.
- Coach branch staff and business partners to identify investment opportunities and generate referrals.
- Review business results, manage the pipeline, follow up on leads, and comply with applicable regulations.
Requirements
- Bachelor’s degree or a comparable combination of education, certifications, and experience.
- At least 2 years of relevant professional experience.
- FINRA Series 7 and Series 66, or Series 63 and 65, required.
- Life and Health Insurance license required.
- Knowledge of customer experience, prospecting, sales, communication, coaching, and relationship management.
- will not provide employment visa sponsorship or participate in STEM OPT for this position.
Culture & Benefits
- Collaborative branch-based environment with training, administrative support, and financial planning resources.
- Medical, prescription, dental, vision, life, and disability insurance options.
- 401(k) matching, pension, stock purchase plans, and dependent care support.
- Educational assistance, wellness programs, and financial incentives.
- Paid holidays, absence days, parental leave, and 15–25 vacation days depending on career level and service.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
9 дней назад
Client Manager (Private Banking)
122 535 - 208 715$
10 дней назад
Jr. Financial Advisor (Financial Services)
60 000 - 80 000$
13 дней назад
Financial Advisor (Financial Services)
50 000 - 75 000$
13 дней назад
Wealth Solutions Consultant (Private Wealth)
130 000 - 150 000$
10 дней назад
Advisor Licensing Program (Financial Services)
22 - 37$
9 дней назад
Relationship Manager II (Fintech)
71 869 - 114 797$