Mass Affluent Wealth Advisor

PNC; Niles (OH); On-site; USD 70,000 - 117,000; Full time

Benefits offered by this job

Health insurance

401(k) with PNC match

Paid time off

Job summary

PNC, based near Niles, IL, seeks a Wealth Banker to grow Mass Affluent client relationships and revenue within Wealth Management. The role emphasizes proactive prospecting, trusted advisory services, and a strong focus on expanding share of wallet across existing clients.

The candidate will collaborate with Banking and Investing partners to deliver a differentiated client experience and ensure comprehensive financial guidance.

Qualifications

• Requires university degree with 3+ years relevant experience.
• Certifications often desired; no specific degree exceptions considered.
• In lieu of a degree, a combination of education, certification(s) and experience may be considered.

Responsibilities

• Develop and execute strategies to drive Mass Affluent client acquisition, outreach and retention.
• Build internal and external partnerships to drive new revenue and growth.
• Own the client relationship and manage portfolio profitability and service quality.
• Deliver financial wellness through tailored solutions and proactive relationship management.

Skills

Client acquisition

Sales

Relationship management

Consultative selling

Education

Bachelor's degree (Required)

Tools

CRM systems

Job description

PNC, based near Niles, IL, seeks a Wealth Banker to grow Mass Affluent client relationships and revenue within Wealth Management. The role emphasizes proactive prospecting, trusted advisory services, and a strong focus on expanding share of wallet across existing clients.

The candidate will collaborate with Banking and Investing partners to deliver a differentiated client experience and ensure comprehensive financial guidance.