2 дня назад
Financial Advisor - PNC Wealth Management
52 500 - 96 250$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Advisor - PNC Wealth Management (Investment and Insurance Strategies): Developing personalized financial plans and advising clients on investment, insurance, savings, and retirement goals with an accent on client relationship management, business development, and regulatory compliance. Focus on growing investment and insurance books of business, coaching branch staff on investment opportunities, and managing complex client referrals and financial recommendations.
Location: Denver, Colorado; in-office at 1144 15th Street
Salary: $52,500–$96,250 base salary per year, plus incentive-eligible compensation.
Company
is a banking and wealth management organization providing financial planning, investment, insurance, and client advisory services.
What you will do
- Consult with clients on investment and insurance strategies and develop personalized financial plans.
- Grow and retain an investment and insurance book of business while managing the client experience.
- Acquire, expand, and maintain client relationships through business development, networking, referrals, and exceptional service.
- Monitor financial plans, recommend changes, and provide sound financial guidance based on client needs.
- Coach and educate branch staff and internal partners to identify investment opportunities and drive referral activity.
- Review business results and pipeline management with branch leadership while following applicable laws, regulations, and policies.
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 licenses, or Series 63 and 65.
- Life and Health Insurance license.
- Experience with client prospecting, relationship management, financial analysis, financial modeling, and customer engagement.
- Visa sponsorship and STEM OPT participation are not available for this position.
Culture & Benefits
- In-office work environment with collaboration across a circuit of bank branches.
- Robust training, administrative support, and financial planning technology.
- Eligible full-time employees may receive medical, dental, vision, life, and disability coverage.
- Benefits may include 401(k) matching, pension and stock purchase plans, dependent care support, educational assistance, and wellness incentives.
- Paid time off may include parental leave, up to 11 holidays, occasional absence days, and 15–25 vacation days depending on career level and service.
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