Wealth Consultant

Job Overview for Wealth Consultant:

Wealth Consultants work within bank branches, collaborating across multiple locations while managing a dedicated client portfolio. They provide personalized financial guidance and strategic planning solutions to help clients achieve their financial goals, including saving, investing, and retirement planning. PNC Wealth Management offers extensive support, training, administrative resources, and advanced technology tools to support career growth and success.

Key Responsibilities for Wealth Consultant:

• Provide clients with investment and insurance guidance by creating customized financial plans.
• Manage and strengthen a portfolio of investment and insurance relationships.
• Enhance customer satisfaction by efficiently handling sales and service activities, identifying growth opportunities, and referring clients to the appropriate internal specialists.
• Develop and maintain strong client relationships through networking and business development strategies.
• Increase customer loyalty and expand client relationships by delivering an exceptional customer experience.
• Apply product knowledge and procedural expertise to resolve client concerns accurately and promptly.
• Create and implement investment and insurance strategies aligned with client financial objectives.
• Deliver tailored financial recommendations based on each client’s individual goals and needs.
• Monitor financial plans regularly and suggest adjustments whenever necessary.
• Educate and support branch employees and business partners in identifying investment opportunities.
• Promote financial awareness and investment knowledge among branch staff.
• Partner with branch managers and investment sales teams to help achieve branch investment goals.
• Maintain effective communication with internal and external partners to encourage referral opportunities.
• Review sales performance and pipeline progress regularly with branch leadership and business partners.
• Respond to leads and referrals within established service expectations.
• Ensure compliance with all applicable laws, regulations, and company policies.

Benefits for Wealth Consultant:

• Medical, prescription, dental, and vision insurance coverage.
• Life insurance coverage for employees and eligible dependents.
• Short-term and long-term disability protection.
• Retirement benefits including a 401(k) plan with company match, pension plan, and stock purchase opportunities.
• Dependent care reimbursement assistance.
• Financial support for adoption, surrogacy, and doula-related expenses.
• Educational assistance programs, including tuition support opportunities.
• Wellness programs that may include incentives and financial rewards.

Qualifications for Wealth Consultant:

• A bachelor’s degree is generally preferred.
• At least two years of relevant professional experience is preferred.
• An equivalent combination of education, industry certifications, and related experience, including military service, may also be considered.
• Knowledge of client acquisition, relationship management, credit analysis, financial analysis, financial modeling, presentations, and sales practices.
• Strong communication, coaching, and customer service management skills.

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