Premier Mass Affluent Wealth Advisor

PNC; Columbus (OH); On-site; USD 63,750 - 106,250; Full time

Job summary

PNC Financial Services Group, Inc. is seeking a Premier Client Banker in Columbus, OH to proactively acquire, outreach to, and retain Mass Affluent clients.

You will manage leads, set appointments, and leverage bank products to deepen wallet share while delivering an exceptional client experience. The role emphasizes relationship management, collaboration with ecosystem partners, and a strong focus on financial wellness and tailored solutions.

Qualifications

• 3+ years of relevant industry experience.
• FINRA Series 7, 66 preferred; Life and Health Insurance preferred.
• BA/BS degree required; strong knowledge of banking products and services.

Responsibilities

• Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention.
• Leverage needs-based and consultative skills to grow share of wallet and attract new mass affluent households.
• Partner with ecosystem colleagues to deliver a differentiated client experience from onboarding to servicing.

Skills

Banking products

Business acumen

Relationship management

Customer experience

Sales

Communication

Decision making

Time management

Collaboration

Problem solving

Education

Bachelor's degree

Job description

PNC Financial Services Group, Inc. is seeking a Premier Client Banker in Columbus, OH to proactively acquire, outreach to, and retain Mass Affluent clients.

You will manage leads, set appointments, and leverage bank products to deepen wallet share while delivering an exceptional client experience. The role emphasizes relationship management, collaboration with ecosystem partners, and a strong focus on financial wellness and tailored solutions.