Wealth Advisor — Build Client Plans & Investments

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

Benefits offered by this job

Medical/prescription drug coverage (HS

Dental and Vision coverage

Life insurance

Short and long-term disability

Job summary

PNC Wealth Management is seeking a Wealth Advisor based in Northeast Ohio to consult on investment and insurance strategies, develop financial plans, and grow a client book of business. You will own the client experience, manage relations, and collaborate with internal partners to maximize referrals.

The role requires FINRA licenses (7/66) or (63/65) and Life/Health licenses, bachelor’s degree, and 3+ years of relevant experience.

Qualifications

• University degree and 3+ years of relevant/direct industry experience.
• FINRA Series 7 and 66 licenses required (or 63/65). Life and Health Insurance licenses required.
• Candidates should demonstrate strong client relationship and sales skills.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grow and retain an investment and insurance book of business and manage client experience.

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 is seeking a Wealth Advisor based in Northeast Ohio to consult on investment and insurance strategies, develop financial plans, and grow a client book of business. You will own the client experience, manage relations, and collaborate with internal partners to maximize referrals.

The role requires FINRA licenses (7/66) or (63/65) and Life/Health licenses, bachelor’s degree, and 3+ years of relevant experience.