Wealth Advisor - Financial Planning & Investment Guidance

PNC; Cleveland (OH); Hybrid; USD 64,000 - 106,000; Full time

Benefits offered by this job

Medical/prescription coverage

401(k) match

Paid time off

Wellness program

Job summary

PNC Wealth Management is seeking a Wealth Advisor to consult on investment and insurance strategies, develop financial plans, and grow a book of business in the Cleveland area. You will manage client relationships, identify opportunities, and work with internal teams to deliver integrated solutions.

Ideal candidates have 3+ years in wealth management, FINRA licenses, and a strong focus on compliance, risk management, and client service excellence.

Qualifications

• University degree required with 3+ years in wealth management or related field.
• FINRA Series 7 and 66 (or 63,65) licenses required.
• Life and Health Insurance licenses may be required.

Responsibilities

• Consults on investment and insurance strategies for clients.
• Develops and implements financial plans for clients and grows a book of business.
• Acquires, expands and maintains client relationships through networking and referrals.
• Coaches and educates internal partners to identify investment opportunities.
• Meets service levels and adheres to applicable laws and policies.

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 Wealth Management is seeking a Wealth Advisor to consult on investment and insurance strategies, develop financial plans, and grow a book of business in the Cleveland area. You will manage client relationships, identify opportunities, and work with internal teams to deliver integrated solutions.

Ideal candidates have 3+ years in wealth management, FINRA licenses, and a strong focus on compliance, risk management, and client service excellence.