Wealth Advisor: Grow Client Wealth & Plans

PNC Financial Services Group, Inc.; Champaign (IL); On-site; USD 64,000 - 128,000; Full time

Benefits offered by this job

Medical/Dental/Vision coverage

401(k) with company match

Paid holidays

Educational assistance

Wellness program

Job summary

PNC Financial Services Group, Inc. is seeking a Wealth Advisor in its Wealth Management division to base in Illinois.

The role focuses on consulting on investment and insurance strategies, expanding client relationships, and delivering personalized financial plans while coordinating with internal partners. The position emphasizes a strong client-first approach and compliance with applicable laws and guidelines.

Qualifications

• Skills required to develop and manage an investment and insurance book of business.
• Ability to prospect, network, and expand client relationships.
• Strong analytical and financial planning capabilities.

Responsibilities

• Consults on investment and insurance strategies and financial plans.
• Develops and maintains client relationships to grow the book of business.
• Develops investment/insurance strategies and presents recommendations.
• Coaches internal partners and drives referral activity.
• Meets with internal partners to review results and pipeline; adheres to laws and policies.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Management

Education

Bachelor's degree

Job description

PNC Financial Services Group, Inc. is seeking a Wealth Advisor in its Wealth Management division to base in Illinois.

The role focuses on consulting on investment and insurance strategies, expanding client relationships, and delivering personalized financial plans while coordinating with internal partners. The position emphasizes a strong client-first approach and compliance with applicable laws and guidelines.