Wealth Advisor: Client-Focused Portfolio Strategy

Fairygodboss; Pittsburgh (Allegheny County); On-site; USD 95,000 - 150,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid time off

Job summary

PNC is seeking a Wealth Advisor in the Greater Pittsburgh area to consult on investment and insurance strategies and to develop comprehensive financial plans for clients. You will grow and retain a book of business, delivering exceptional client experiences and referrals to internal partners.

This role emphasizes collaboration with internal teams, adherence to regulatory requirements, and ongoing education of partners to identify opportunities.

Qualifications

• Bachelor's degree, relevant experience and required certifications/licensures.
• Skills, competencies, education and certifications listed in posting; three-plus years of industry experience often expected.
• Certifications/licensing such as FINRA Series 7 and 66 and Life/Health Insurance are commonly required.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Expands and maintains a book of business through client development and referrals.
• Presents investment recommendations and creates individual financial plans based on client needs.
• Coaches internal partners to identify opportunities and drive referral activity.
• Meets service level agreements on leads and referrals and adheres to laws and company policies.

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 is seeking a Wealth Advisor in the Greater Pittsburgh area to consult on investment and insurance strategies and to develop comprehensive financial plans for clients. You will grow and retain a book of business, delivering exceptional client experiences and referrals to internal partners.

This role emphasizes collaboration with internal teams, adherence to regulatory requirements, and ongoing education of partners to identify opportunities.