Wealth Advisor: Client Growth & Financial Planning

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

Benefits offered by this job

Medical/Prescription Drug Coverage

Dental and Vision Options

401(k) with PNC match

Flexible Paid Time Off

Job summary

PNC in Dublin, OH is seeking a Financial Advisor to consult on investment and insurance strategies while growing client relationships. This role focuses on delivering exceptional client experiences and developing individual financial plans tailored to client objectives.

The ideal candidate will possess a Bachelor's degree and relevant experience, along with required FINRA licenses. PNC offers a comprehensive benefits package and opportunities for professional growth.

Qualifications

• University/college degree or equivalent combination of education and experience.
• 2+ years relevant professional experience preferred.
• FINRA Series 7 and 66 (or 63,65) required.

Responsibilities

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

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 in Dublin, OH is seeking a Financial Advisor to consult on investment and insurance strategies while growing client relationships. This role focuses on delivering exceptional client experiences and developing individual financial plans tailored to client objectives.

The ideal candidate will possess a Bachelor's degree and relevant experience, along with required FINRA licenses. PNC offers a comprehensive benefits package and opportunities for professional growth.