Wealth Advisor - Client Planning & Investments

Fairygodboss; Lyndhurst (OH); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401(k) with company match

Paid time off

Job summary

PNC Wealth Management in Lyndhurst, OH is seeking a Financial Advisor to manage an assigned book of business within a branch-based advisory team. You will consult on investment and insurance strategies, develop personalized financial plans, and drive referrals with internal partners to grow client assets.

The role emphasizes client service, regulatory adherence, and coaching of staff, with base salary disclosed and incentive eligibility; FINRA licenses required; bachelor's degree preferred;

Qualifications

• Successful candidates must demonstrate knowledge, skills, and abilities to manage client relationships and financial planning.
• Strong understanding of investment and insurance strategies to support client goals.
• Licensing and regulatory compliance with FINRA and state requirements.

Responsibilities

• Consults on investment and insurance strategies, and develops financial plans for clients.
• Expands and maintains client relationships through business development and networking.
• Develops and implements investment strategies and presents sound financial recommendations.
• Coaches branch staff to identify investment opportunities and drive referrals.
• Meets with leadership to review results and ensures regulatory compliance.

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 Wealth Management in Lyndhurst, OH is seeking a Financial Advisor to manage an assigned book of business within a branch-based advisory team. You will consult on investment and insurance strategies, develop personalized financial plans, and drive referrals with internal partners to grow client assets.

The role emphasizes client service, regulatory adherence, and coaching of staff, with base salary disclosed and incentive eligibility; FINRA licenses required; bachelor's degree preferred;