Wealth Advisor: Grow Client Wealth & Relationships

Fairygodboss; Cleveland (OH); On-site; USD 64,000 - 128,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Paid holidays

Job summary

PNC Wealth Management seeks a Wealth Advisor in Northeast Ohio to grow a client book by advising on investments and insurance, developing financial plans, and collaborating with internal partners to optimize referrals.

The role requires a bachelor’s degree and 3+ years’ experience, plus FINRA Series 7/66 and Life & Health licenses. It offers a competitive benefits package and incentive opportunities.

Qualifications

• University degree required with 3+ years of relevant industry experience.
• Certifications are often desired.
• Licenses include FINRA Series 7 and 66 (or 63,65) and Life and Health Insurance.

Responsibilities

• Consults on investment and insurance strategies, developing financial plans and growing client book.
• Expands and maintains client relationships through networking.
• Develops and implements investment strategies and recommended products.
• Coaches internal partners to identify investment opportunities and drive referrals.
• Meets with partners to review results and adhere to SLAs and regulations.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Education

Bachelors

Job description

PNC Wealth Management seeks a Wealth Advisor in Northeast Ohio to grow a client book by advising on investments and insurance, developing financial plans, and collaborating with internal partners to optimize referrals.

The role requires a bachelor’s degree and 3+ years’ experience, plus FINRA Series 7/66 and Life & Health licenses. It offers a competitive benefits package and incentive opportunities.