Wealth Advisor - Financial Planning & Growth

PNC; Chicago (IL); On-site; USD 75,000 - 110,000; Full time

Job summary

PNC Wealth Management is hiring a Financial Advisor based in the Lincoln Park Clark, Chicago, IL location. You will advise clients on investments and insurance, develop comprehensive financial plans, and manage a growing book of business.

The role emphasizes a client-first approach, collaboration with branch partners, and delivery of holistic financial guidance while supporting sales and service activities within a collaborative network.

Qualifications

• Requires university/college degree with 2+ years of relevant professional experience.
• Experience in investment and insurance strategies a plus.
• Strong client-facing and communication skills required.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain an investment/insurance book of business; manage client experience and referrals.
• Expand client relationships through networking and internal partnerships; identify opportunities.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Education

University degree

Job description

PNC Wealth Management is hiring a Financial Advisor based in the Lincoln Park Clark, Chicago, IL location. You will advise clients on investments and insurance, develop comprehensive financial plans, and manage a growing book of business.

The role emphasizes a client-first approach, collaboration with branch partners, and delivery of holistic financial guidance while supporting sales and service activities within a collaborative network.