Wealth Advisor: Client-Focused Planning & Growth

PNC; Lyndhurst (OH); On-site; USD 67,500 - 82,500; Full time

Benefits offered by this job

Comprehensive health insurance

401(k) with PNC match

Paid time off and holidays

Job summary

PNC is seeking a Financial Advisor in Lyndhurst, OH, responsible for managing client relationships and developing financial strategies. You will provide personalized solutions and engage with branch staff to identify investment opportunities.

This role offers a competitive base salary of $75,000 and a comprehensive benefits package to support your professional growth and work-life balance.

Qualifications

• 2+ years of relevant professional experience or comparable education.
• Knowledgeable about investment and insurance strategies.
• Effective communication and interpersonal relationship skills.

Responsibilities

• Consults on investment and insurance strategies for clients.
• Grows and retains an investment and insurance book of business.
• Develops and implements financial strategies and recommendations.

Skills

Client Prospecting

Client Relationship Building

Financial Analysis

Investment Banking

Public Speaking

Education

Bachelors

Tools

FINRA Series 7

FINRA Series 66

Life and Health Insurance

Job description

PNC is seeking a Financial Advisor in Lyndhurst, OH, responsible for managing client relationships and developing financial strategies. You will provide personalized solutions and engage with branch staff to identify investment opportunities.

This role offers a competitive base salary of $75,000 and a comprehensive benefits package to support your professional growth and work-life balance.