Financial Advisor - PNC Wealth Management

Job overview

The Financial Advisor - PNC Wealth Management is an onsite role based in Littleton, CO, with a salary range of $52,500 to $96,250 per year. This position is responsible for executing advice and planning strategies to help clients meet their retirement and investment goals. Working within a bank branch, the advisor manages an assigned book of business and partners with branch staff to identify and execute sales opportunities. The role contributes to the team's success by providing personalized solutions and maintaining a holistic approach to client financial health.

What you'll do

• Consults on investment and insurance strategies
• develops financial plans
• manages an assigned book of business
• collaborates with branch staff
• drives referral activity
• meets service level agreements.

What we're looking for

Skills & competencies

contract

day shift

littleton co

pnc

financial advisor

wealth management

financial planning

client prospecting

series 7

series 66

$52k-$96k

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

Based within a bank branch with a highly collaborative circuit of partners and robust training support.

About the employer

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