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Jobs / Asset Manager in United States of America
1 month ago
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PNC Financial Services·1 month ago
1 month ago

Premier Financial Client Advisor - PNC Wealth Management

Upper Montclair, United States of AmericaFull-timeMid · 2-5 years

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About this role

Exciting opportunity for a Premier Financial Client Advisor to manage a portfolio of wealth clients, delivering tailored financial advice and planning. Key responsibilities include developing investment and insurance strategies and building strong client relationships. Ideal for candidates with financial expertise and experience in wealth management.

Skills

  • finra series 7 license
  • finra series 66 license
  • life and health insurance license
  • financial planning
  • investment strategy development
  • insurance strategy development
  • client relationship management
  • sales
  • portfolio management
  • risk management
  • coaching
  • business development
  • client retention
  • customer experience management
  • prospecting
  • regulatory compliance
  • financial analysis
  • product knowledge
  • internal stakeholder management
  • referral management
  • financial education
H1B sponsor likely
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