In-Office Wealth Advisor: Client Relationships & Investments

Fairygodboss; Akron (OH); On-site; USD 64,000 - 128,000; Full time

Benefits offered by this job

Medical coverage

Dental and vision

Life insurance

Disability protection

401(k) with match

Pension and stock purchase

Job summary

PNC Wealth Management in Northeast Ohio is seeking a Wealth Advisor to consult on investment and insurance strategies, develop financial plans, and grow a client book. You will manage client relationships, identify opportunities, and collaborate with internal partners to deliver a superior client experience.

Requirements include a Bachelor's degree, FINRA Series 7 and 66, Life and Health Insurance licenses, and 3+ years of relevant experience.

Qualifications

• Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience.

Responsibilities

• Consults on investment and insurance strategies, as well as the development of financial plans for clients.
• Acquires, expands and maintains client relationships through business development and client networking.
• Develops and implements investment and insurance strategies for clients.
• Actively coaches and educates internal partners to identify investment opportunities.
• Regularly meets with internal business partners to communicate and review business results and pipeline management.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Education

Bachelor's degree

Job description

PNC Wealth Management in Northeast Ohio is seeking a Wealth Advisor to consult on investment and insurance strategies, develop financial plans, and grow a client book. You will manage client relationships, identify opportunities, and collaborate with internal partners to deliver a superior client experience.

Requirements include a Bachelor's degree, FINRA Series 7 and 66, Life and Health Insurance licenses, and 3+ years of relevant experience.