Wealth Advisor – PNC Investments
PNC Bank
Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business.
Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate. Acquires, expands and maintains client relationships through business development and client networking.
Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.
Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies.
Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives.
Monitors financial plans and recommends changes as needed. Actively and regu…Wealth Advisor, Investment, Client Relations, Customer Experience, Relationship, Advisor, Banking
