Wealth Advisor: Invest, Plan & Grow Client Wealth

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

Job summary

PNC Wealth Management is seeking a Wealth Advisor based in Northeast Ohio. The role focuses on consulting on investment and insurance strategies, developing financial plans, and growing a book of business with exceptional client service.

The Wealth Advisor will build client loyalty, collaborate with internal partners, and ensure compliance with applicable laws and guidelines. FINRA licenses and life/health insurance licensure are required.

Qualifications

• Roles typically require a university/college degree with 3+ years of relevant industry experience.
• FINRA Series 7 and 66 (or 63,65) licenses required.
• Life and Health Insurance licenses required.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Expands and maintains client relationships and owns the client experience.
• Develops and implements investment strategies and presents sound recommendations.
• Coaches internal partners to identify investment opportunities and drives referrals.
• Meets with internal partners to review results and manage pipeline while complying with 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

Tools

FINRA Licenses

Job description

PNC Wealth Management is seeking a Wealth Advisor based in Northeast Ohio. The role focuses on consulting on investment and insurance strategies, developing financial plans, and growing a book of business with exceptional client service.

The Wealth Advisor will build client loyalty, collaborate with internal partners, and ensure compliance with applicable laws and guidelines. FINRA licenses and life/health insurance licensure are required.