Wealth Advisor - Client Growth & Financial Planning

PNC; Pittsburgh (Allegheny County); On-site; USD 95,000 - 140,000; Full time

Benefits offered by this job

Medical coverage

Dental and vision

Life insurance

Disability protection

401(k) with match

Pension and stock purchase plans

Dependent care reimbursement

Child/elder care support

Educational assistance

Wellness program

Paid time off including holidays and 2

Job summary

PNC is seeking a Wealth Advisor in the Greater Pittsburgh area to build and manage client relationships within Wealth Management. You will advise on investments and insurance, develop financial plans, and work with internal partners to drive referrals and growth.

Role emphasizes in-office collaboration, adherence to regulations, and delivering exceptional client experience in a dynamic capital markets environment.

Qualifications

• Roles typically require a university/college degree with relevant experience.
• Certifications are often desired; FINRA licensing commonly required.
• Strong client development and relationship management skills.

Responsibilities

• Consult on investment and insurance strategies and financial plans for clients.
• Develop and maintain client relationships and drive referrals.
• Implement investment strategies and present financial recommendations.
• Coach internal partners to identify opportunities and drive referrals.
• Meet with partners to review results and maintain SLAs.

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

Tools

FINRA Tools

Job description

PNC is seeking a Wealth Advisor in the Greater Pittsburgh area to build and manage client relationships within Wealth Management. You will advise on investments and insurance, develop financial plans, and work with internal partners to drive referrals and growth.

Role emphasizes in-office collaboration, adherence to regulations, and delivering exceptional client experience in a dynamic capital markets environment.