Wealth Advisor - PNC Wealth Management

Job overview

The Wealth Advisor - PNC Wealth Management role is an onsite position based in Gilbert, AZ. Compensation is not specified for this role, which supports the Wealth Management department in delivering comprehensive financial solutions to clients. This role exists to consult on investment and insurance strategies while developing personalized financial plans. The advisor is responsible for growing and retaining a book of business, managing client relationships, and driving referral activity through effective collaboration with internal business partners.

What you'll do

• Consults on investment and insurance strategies
• develops financial plans
• grows and retains book of business
• manages client relationships
• identifies sales opportunities
• makes internal referrals
• coaches internal partners
• monitors financial plans.

What we're looking for

Skills & competencies

contract

day shift

gilbert az

wealth advisor

financial planning

investment strategy

client relations

business development

pnc

onsite

Work arrangement

• Weekend coverage required

Benefits & perks

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

Why this role

PNC Wealth Management

About the employer

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