Premier Client Wealth Advisor

PNC Financial Services Group, Inc.; Independence Township (OH); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Medical/prescription coverage

401(k) with PNC match

Pension and stock purchase plans

Job summary

PNC Financial Services Group, Inc. in Brecksville, OH is seeking a Premier Client Financial Advisor within Wealth Management to manage an assigned book of business and deliver holistic financial planning. You will coach branch staff, grow client relationships, and provide investment and insurance guidance in a structured client-centric approach.

The role emphasizes a strong client experience, collaboration with partners, and adherence to regulatory guidelines within an in-office culture.

Qualifications

• University/college degree required; 2+ years of relevant professional experience.
• Education: Bachelors.
• Licenses: FINRA Series 7 and 66 required; Life and Health Insurance required.
• Competencies include Coaching Others, Customer Experience Management, Prospecting, Selling.
• Knowledge of investment and insurance products and client relationship management.

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 branch staff to identify investment opportunities and drive referrals.
• Meets with branch manager and internal partners to review results and pipeline; adheres to laws and guidelines.

Skills

Coaching Others

Customer Experience Management

Customer Retention

Effective Communications

Interpersonal Relationships

Managing Multiple Priorities

Prospecting

Sales Tasks And Activities

Selling

Education

Bachelor's

Job description

PNC Financial Services Group, Inc. in Brecksville, OH is seeking a Premier Client Financial Advisor within Wealth Management to manage an assigned book of business and deliver holistic financial planning. You will coach branch staff, grow client relationships, and provide investment and insurance guidance in a structured client-centric approach.

The role emphasizes a strong client experience, collaboration with partners, and adherence to regulatory guidelines within an in-office culture.