Wealth Advisor — Client Growth & Financial Strategy

PNC Financial Services Group, Inc.; Toledo (OH); On-site; USD 64,000 - 106,000; Full time

Job summary

PNC Financial Services Group, Inc. seeks a Wealth Advisor for PNC Wealth Management in Toledo, OH. You will consult on investment and insurance strategies, develop financial plans, and manage a growing client book.

The role emphasizes client experience, cross-functional collaboration, and ongoing coaching of internal partners to uncover opportunities and referrals. FINRA licenses and insurance credentials are required.

Qualifications

• Bachelor's degree required.
• FINRA Series 7 and 66 (or 63,65) required.
• Life and Health Insurance required.
• 3+ years of relevant/ direct industry experience preferred.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and retains an investment and insurance book of business; owns the client experience.
• Acquires, expands, and maintains client relationships through business development and client networking.
• Develops and implements investment and insurance strategies; presents sound financial recommendations.
• Coaches internal partners to identify investment opportunities and drive referrals.

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

Job description

PNC Financial Services Group, Inc. seeks a Wealth Advisor for PNC Wealth Management in Toledo, OH. You will consult on investment and insurance strategies, develop financial plans, and manage a growing client book.

The role emphasizes client experience, cross-functional collaboration, and ongoing coaching of internal partners to uncover opportunities and referrals. FINRA licenses and insurance credentials are required.