Strategic Wealth Advisor

PNC Bank

Dover, DE

JOB DETAILS
SKILLS
Alliance/Partner Management, Coaching, Customer Relationship Management (CRM), Employee Benefits, Financial Planning, Financial Services, Insurance, Investment Strategy, Series 7
LOCATION
Dover, DE
POSTED
Today

A leading financial services firm in Delaware is seeking a professional to provide investment and insurance strategies to clients. The role involves developing financial plans, coaching internal partners, and managing client relationships. Ideal candidates will have a Bachelor's degree, relevant industry experience, and required licenses such as FINRA Series 7 and 66. This position offers a competitive salary range and extensive benefits to support employees' needs.#J-18808-Ljbffr

About the Company

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PNC Bank