Investment Advisor

Job overview

The Investment Advisor is an onsite role based in Arvada, CO, with a salary range of $57,750.00 – $96,250.00 per year. This position supports the PNC Wealth Management department by delivering high-quality financial experiences to customers. This role exists to consult on investment and insurance strategies, develop financial plans, and grow a book of business. The advisor manages client relationships, provides sound financial recommendations, and collaborates with branch staff to identify and execute investment opportunities.

What you'll do

• Consults on investment and insurance strategies
• develops financial plans
• grows and retains a book of business
• acquires and maintains client relationships
• coaches branch staff on investment opportunities
• monitors financial plans
• ensures compliance with laws and regulations.

What we're looking for

Skills & competencies

contract

day shift

arvada co

pnc

investment advisor

financial planning

wealth management

client relations

series 7

series 66

$57,750-$96,250/yr

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, vision, 401(k) with match, pension, stock purchase, paid time off, parental leave, wellness program.

Why this role

Incentive eligible based on performance.

About the employer

PNC Financial Services Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.