Wealth Advisor - Pnc Wealth Management

PNC Bank

McLean, VA, US
Base salary: $75,000.00 – $125,000.00; bonus/equit...
Client relationship building
Investment and insurance strategies
Financial planning
As a Wealth Advisor, you will deliver tailored advice and strategic planning to help clients achieve their financial goals

Job Summary

  • As a Wealth Advisor, you will deliver tailored advice and strategic planning to help clients achieve their financial goals.
  • The role involves growing and retaining an investment and insurance book of business while ensuring exceptional client experiences.
  • PNC offers a comprehensive range of benefits to support employee needs now and in the future.

Matching Summary

As a Wealth Advisor, you will deliver tailored advice and strategic planning to help clients achieve their financial goals.

Salary

Base Salary: $75,000.00 – $125,000.00; Bonus/Equity: Not specified; Benefits: Comprehensive range of benefits

Skills & Requirements

Must-have

  • Client Relationship Building
  • Investment and Insurance Strategies
  • Financial Planning

Nice-to-have

  • Coaching Others
  • Customer Experience Management
  • Effective Communications

Key Requirements

  • 3+ years of relevant industry experience
  • FINRA Series 7 and 66 required
  • Life and Health Insurance required

Work Rights

Not specified

Tailored Resume

Cover Letter