PNC Financial Services·4 days ago
4 days ago
Premier Client Advisor - PNC Wealth Management
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What you'll do
- consult on investment and insurance strategies
- develop financial plans
- grow client relationships
- managing client experiences
- identifying business opportunities
What they're looking for
- finra series 7
- finra series 66
- life and health insurance
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
We are recruiting a Premier Client Advisor to consult on investment and insurance strategies, develop financial plans, and grow client relationships. The role involves managing client experiences and identifying business opportunities. Ideal for candidates with relevant experience and expertise in wealth management.
Skills
- finra series 7
- finra series 66
- life and health insurance
- investment strategy development
- financial planning
- insurance product knowledge
- client relationship management
- business development
- sales
- risk management
- coaching
- client retention
- financial needs assessment
- pipeline management
- customer experience management
- internal stakeholder communication
- referral management
- financial education
- salesforce
Company
PNC Financial Services
Columbia, Maryland, United States of America
Company facts come from this company's own listings. We only show what the postings themselves carry.