Wealth Advisor Job Milwaukee area,Wisconsin USA,Finance & Banking

Consult on investment and insurance strategies and develop financial plans for clients
Grow and retain an investment and insurance book of business
Own the client experience, handling sales and service, identifying opportunities, and making referrals to internal business partners
Acquire, expand, and maintain client relationships through business development and client networking
Grow client loyalty and share of wallet through an exceptional client experience
Apply product and procedural knowledge to solve client problems appropriately and efficiently
Develop and implement investment and insurance strategies
Determine the best products to support client strategies
Present financial recommendations and guidance to clients
Establish individual financial plans based on client needs and objectives
Monitor financial plans and recommend changes as needed
Coach and educate internal business partners to identify investment opportunities
Drive investment education and visibility among internal business partners
Communicate regularly with internal and external partners to build relationships and drive referral activity
Meet with internal business partners to communicate and review business results and pipeline management
Meet service level agreements on lead and referral follow-up
Adhere to applicable laws, regulations, policies, and guidelines
Manage customer-focused solutions and the risks associated with business objectives under PNC's Enterprise Risk Management Framework

Requirements

University/college degree typically required for roles at this level
3+ years of relevant/direct industry experience
Comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree
FINRA Series 7 and 66, or Series 7 and 63/65, required
Life and Health Insurance required
Knowledge of client prospecting and relationship building
Credit risk analysis, financial analysis, and financial modeling
Customer engagement and retention
Investment banking knowledge
Public speaking
Coaching others and customer experience management
Effective communications and interpersonal relationships
Ability to manage multiple priorities
Prospecting, sales tasks and activities, and selling
Compliance with applicable laws, regulations, policies, and guidelines
Must satisfy Section 19 of the FDIA and applicable FINRA/SAFE Act requirements

Core Competencies

Demonstrates expertise in developing and implementing investment and insurance strategies while managing client relationships and ensuring compliance with regulations. Proficient in financial analysis, client engagement, and delivering exceptional customer experiences.

Highest-signal resume keywords

FINRA Series 7
FINRA Series 66
Life And Health Insurance
Financial Analysis
Client Relationship Management

ATS Optimization Keywords Hard Skills

Investment Strategy Development
Financial Planning
Credit Risk Analysis
Financial Modeling
Client Prospecting
Sales Activities
Compliance Management
Customer Engagement
Investment Banking Knowledge
Referral Management

Soft Skills

Effective Communication
Public Speaking
Coaching Others
Interpersonal Relationships
Customer Experience Management

Certifications & Qualifications

FINRA Series 7
FINRA Series 66
Life And Health Insurance

Industry Keywords

Investment Strategies
Insurance Strategies
Client Networking
Business Development
Enterprise Risk Management

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