Wealth Advisor: Grow Client Wealth & Plans

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

Benefits offered by this job

Medical & Rx coverage

Life Insurance

Disability protection

401(k) with match

Educational assistance

Wellness program

Job summary

PNC Wealth Management is seeking a Wealth Advisor based in Northwest Ohio to consult on investment and insurance strategies and develop client financial plans.

You will grow client relationships, manage the client experience, and coordinate with internal partners to drive opportunities and referrals. Licenses (FINRA 7/66 or 63/65) and Life/Health insurance are required, with competitive base pay and incentive eligibility.

Qualifications

• Experience in wealth management or financial advisory required or preferred.
• FINRA licenses (7 and 66 or 63/65) and Life/Health insurance licenses are required or expected.
• Bachelor's degree or equivalent professional experience with relevant certifications or designations.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans.
• Grow and retain an investment and insurance book of business and manage client experience.
• Acquire new clients and expand relationships through networking and referrals.
• Educate internal partners to identify opportunities and drive referrals.
• Meet service levels and adhere to laws and policies in all client interactions.

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 is seeking a Wealth Advisor based in Northwest Ohio to consult on investment and insurance strategies and develop client financial plans.

You will grow client relationships, manage the client experience, and coordinate with internal partners to drive opportunities and referrals. Licenses (FINRA 7/66 or 63/65) and Life/Health insurance are required, with competitive base pay and incentive eligibility.