Wealth Advisor: Client Growth & Financial Planning

PNC; Cleveland (OH); On-site; USD 64,000 - 128,000; Full time

Benefits offered by this job

Medical/prescription drug coverage (H)

Dental and vision options

Life insurance (employee and spouse/孩子

Disability protection (short/long-term

401(k) with match

Pension and stock purchase plans

Dependent care reimbursement

Backup child/elder care

Adoption, surrogacy, and doula Reimb.

Educational assistance

Wellness program with financial Incent

Up to 11 paid holidays

Vacation days

Job summary

PNC Wealth Management is seeking a Wealth Advisor based in Northeast Ohio to consult on investment and insurance strategies while growing a client book. You will coordinate client experiences, execute referrals, and develop financial plans tailored to individual needs.

The role requires FINRA Series 7 and 66 (or 63,65) licenses and Life/Health insurance knowledge, with a base salary ranging from $63,750 to $127,500 plus incentives.

Qualifications

• Strong foundational knowledge in investment and insurance strategies.
• Ability to develop and implement financial plans for clients.
• Experience building and maintaining a book of business and client relationships.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Acquires, expands, and maintains client relationships through networking and referrals.
• Develops and implements investment strategies and presents sound financial recommendations.
• Coaches internal partners to identify investment opportunities and drive referrals.
• Meets with partners to review results and adheres to laws and 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

Bachelors

Job description

PNC Wealth Management is seeking a Wealth Advisor based in Northeast Ohio to consult on investment and insurance strategies while growing a client book. You will coordinate client experiences, execute referrals, and develop financial plans tailored to individual needs.

The role requires FINRA Series 7 and 66 (or 63,65) licenses and Life/Health insurance knowledge, with a base salary ranging from $63,750 to $127,500 plus incentives.