PNC Financial Services·4 days ago
4 days ago
Premier Client Advisor - PNC Wealth Management
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What you'll do
- guide clients in developing personalized financial plans and strategies
- manage a portfolio of clients
- deliver tailored advice
- foster strong client relationships
What they're looking for
- finra series 7 license
- finra series 66 license
- life and health insurance license
- expertise in investment and insurance planning
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Join us as a Premier Client Advisor within PNC Wealth Management, where you will guide clients in developing personalized financial plans and strategies. Manage a portfolio of clients, deliver tailored advice, and foster strong client relationships. Ideal for experienced financial advisors with expertise in investment and insurance planning.
Skills
- finra series 7 license
- finra series 66 license
- life and health insurance license
- investment strategy development
- financial planning
- insurance product knowledge
- client relationship management
- sales development
- business development
- risk management
- coaching
- client retention
- customer experience management
- pipeline management
- financial needs assessment
- financial education
- internal stakeholder communication
- referral management
- regulatory compliance
- prospecting
- salesforce
Company
PNC Financial Services
Arvada, United States of America
Company facts come from this company's own listings. We only show what the postings themselves carry.