Wealth Advisor - PNC Wealth Management
Compensation
$63k-$127k
Employment type
Contract
Work setting
On-site
Location
Rockford, IL
Schedule
Day shift
Posted
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Job overview
The Wealth Advisor - PNC Wealth Management is an onsite role based in Rockford, IL, with a salary range of $63,750 to $127,500 per year. This position supports the PNC Wealth Management division by delivering personalized financial planning and investment strategies to clients. The role focuses on acquiring and retaining client relationships through proactive business development and networking. The advisor is responsible for managing an investment book of business, providing sound financial recommendations, and collaborating with internal partners to drive referral activity and client loyalty.
What you'll do
- Consults on investment and insurance strategies
- develops and implements financial plans
- acquires and maintains client relationships
- coaches internal business partners
- monitors financial plans
- manages pipeline and referral follow-up.
What we're looking for
- Skills & competencies
- contractday shiftrockford ilpncwealth advisorfinancial planninginvestment strategyclient relationshipseries 7series 66$63k-$127k
- Work arrangement
- Weekend coverage required
Benefits & perks
- Medical, dental, vision, 401(k) with match, pension, stock purchase, paid time off, wellness program.
Why this role
Incentive eligible role with comprehensive benefits and a focus on holistic financial planning.
About the employer
PNC Financial Services Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 13-2052.00
You'll be redirected to the employer's application page.
Listing ID: 7cfdaa2f-d89c-4249-a385-2e6a6d15ad5d