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Wealth Advisor: Grow Client Wealth & Relationships

Fairygodboss

PNC is seeking a financial consultant in an in-office Boston, MA area with a focus on investment and insurance strategies. You will grow a client book, own the client experience, and develop financial plans aligned with client objectives. The role emphasizes collaboration with internal partners, meeting service level agreements, and adherence to legal and regulatory requirements. A university degree (Bachelor's) is typical, with 3+ years of relevant experience and FINRA/Life & Health licensure #J-18808-Ljbffr Fairygodboss

Vacancy posted 5 days ago
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