Wealth Advisor | Client-Focused Investment & Insurance

Talentify; Canton (OH); On-site; USD 64,000 - 128,000; Full time

Benefits offered by this job

Benefits package

Job summary

PNC Wealth Management seeks a Wealth Advisor to consult on investment and insurance strategies, develop comprehensive financial plans, and grow a client book in Northeast Ohio. The role emphasizes client experience, referrals, and collaboration with internal partners while maintaining compliance with applicable laws.

Applicants should possess a bachelor’s degree, FINRA licenses or equivalents, and state insurance licenses if applicable.

Qualifications

• Bachelor's degree required or equivalent experience.
• FINRA Series 7 and 66 or 63/65 preferred/licensed where applicable.
• Life and Health Insurance licenses required.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain an investment and insurance book of business; own client experience.
• Acquire and expand client relationships through networking and referrals to internal partners.

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 seeks a Wealth Advisor to consult on investment and insurance strategies, develop comprehensive financial plans, and grow a client book in Northeast Ohio. The role emphasizes client experience, referrals, and collaboration with internal partners while maintaining compliance with applicable laws.

Applicants should possess a bachelor’s degree, FINRA licenses or equivalents, and state insurance licenses if applicable.