Wealth Advisor: Client Wealth & Relationships
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-09-07
Listing for:
Fairygodboss
Full Time
position Listed on 2026-09-07
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
PNC is seeking a financial consultant in an in-office Boston, MA area with a focus on investment and insurance strategies. You will grow a client book, own the client experience, and develop financial plans aligned with client objectives.
The role emphasizes collaboration with internal partners, meeting service level agreements, and adherence to legal and regulatory requirements. A university degree (Bachelor's) is typical, with 3+ years of relevant experience and FINRA/Life & Health licensure
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