Premier Client Financial Advisor
American Accounting Association · McKinney, TX · 2 days ago
SalesFull-time
Responsibilities
- Serve as primary advisor to premier clients, delivering holistic financial planning and wealth management solutions
- Assess client goals and risk tolerance to recommend investment, banking, lending, and insurance products
- Monitor client portfolios, market conditions, and product performance; adjust strategies as needed
- Possess prospect and expand relationships through referrals, networking, and collaboration with internal partners
- Conduct regular reviews to ensure client satisfaction, retention, and deepened wallet share
- Ensure all recommendations and activities comply with regulatory requirements and PNC policies
- Use CRM and financial planning tools to document interactions and maintain accurate client records
- Collaborate with specialists in investments, trust, and credit to deliver integrated solutions
- Engage in community and networking events to build PNC's brand and acquire new clients
- Engage in ongoing training to stay current on products, regulations, and financial markets
Requirements
- Financial planning
- Wealth management
- Investment advisory
- Portfolio analysis
- Necessity-based sales
- Regulatory compliance (FINRA/SEC)
- CRM and client management systems
- Risk assessment
- High-net-worth client relationship management
- Retirement and tax-advantaged strategies
Qualifications
Preferred qualifications include:
- CISA – Certified Information System Auditor