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Premier Client Advisor - PNC Wealth Management at PNC

Department: Other

Setup
On-site
Location
East Norriton Township, Pennsylvania · Philadelphia, Pennsylvania
Type
Full-time
Level
mid
Posted

Description

PNC is hiring a Premier Client Advisor in East Norriton, Pennsylvania, to manage an assigned book of business and provide investment, insurance, and financial planning advice to clients. The role includes developing financial plans, growing and retaining client relationships, coaching branch staff, managing referrals and pipeline, and meeting service-level requirements. Candidates need a bachelor's degree or comparable education and experience, FINRA Series 7 and 66 (or 63, 65) licenses, and Life and Health Insurance licenses. The position is in-office and does not offer employment visa sponsorship or STEM OPT.

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