Premier Client Advisor - PNC Wealth Management

Location: Phoenix, Arizona, United States; in-office position

Company

hirify.global is a financial services company providing wealth management, banking, investment, and insurance solutions.

What you will do

• Consult with clients on investment, insurance, savings, and retirement strategies.
• Develop, present, monitor, and update personalized financial plans.
• Grow and retain an investment and insurance book of business while managing the full client experience.
• Build and maintain client relationships through business development, networking, referrals, and follow-up.
• Coach and educate branch staff and business partners to identify investment opportunities.
• Review business results and pipeline activity while complying with applicable laws, regulations, and policies.

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.
• Strong communication, interpersonal, prospecting, sales, customer retention, coaching, and prioritization skills.
• Must work in the Phoenix, Arizona office; employment visa sponsorship and STEM OPT participation are not available.

Culture & Benefits

• Collaborative branch environment with financial planning, administrative, training, and technology support.
• 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 holidays, parental leave, occasional absence days, and 15 to 25 vacation days depending on career level.
• Inclusive and accessible workplace with reasonable accommodation support.