Wealth Advisor

Consult on investment and insurance strategies and develop financial plans for clients Grow and retain an investment and insurance book of business Own the client experience, handling sales and service, identifying opportunities, and making referrals to internal business partners Acquire, expand, and maintain client relationships through business development and client networking Grow client loyalty and share of wallet through an exceptional client experience Apply product and procedural knowledge to solve client problems appropriately and efficiently Develop and implement investment and insurance strategies Determine the best products to support client strategies Present financial recommendations and guidance to clients Establish individual financial plans based on client needs and objectives Monitor financial plans and recommend changes as needed Coach and educate internal business partners to identify investment opportunities Drive investment education and visibility among internal business partners Communicate regularly with internal and external partners to build relationships and drive referral activity Meet with internal business partners to communicate and review business results and pipeline management Meet service level agreements on lead and referral follow-up Adhere to applicable laws, regulations, policies, and guidelines Manage customer-focused solutions and the risks associated with business objectives under PNC's Enterprise Risk Management Framework Requirements University/college degree typically required for roles at this level 3+ years of relevant/direct industry experience Comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree FINRA Series 7 and 66, or Series 7 and 63/65, required Life and Health Insurance required Knowledge of client prospecting and relationship building Credit risk analysis, financial analysis, and financial modeling Customer engagement and retention Investment banking knowledge Public speaking Coaching others and customer experience management Effective communications and interpersonal relationships Ability to manage multiple priorities Prospecting, sales tasks and activities, and selling Compliance with applicable laws, regulations, policies, and guidelines Must satisfy Section 19 of the FDIA and applicable FINRA/SAFE Act requirements Core Competencies Demonstrates expertise in developing and implementing investment and insurance strategies while managing client relationships and ensuring compliance with regulations. Proficient in financial analysis, client engagement, and delivering exceptional customer experiences. Highest-signal resume keywords FINRA Series 7 FINRA Series 66 Life And Health Insurance Financial Analysis Client Relationship Management ATS Optimization Keywords Hard Skills Investment Strategy Development Financial Planning Credit Risk Analysis Financial Modeling Client Prospecting Sales Activities Compliance Management Customer Engagement Investment Banking Knowledge Referral Management Soft Skills Effective Communication Public Speaking Coaching Others Interpersonal Relationships Customer Experience Management Certifications & Qualifications FINRA Series 7 FINRA Series 66 Life And Health Insurance Industry Keywords Investment Strategies Insurance Strategies Client Networking Business Development Enterprise Risk Management #J-18808-Ljbffr