Wealth Advisor: Investment & Financial Planning

PNC Financial Services Group, Inc.; Richmond (KY); On-site; USD 64,000 - 86,000; Full time

Benefits offered by this job

Medical coverage

401(k) with match

Pension plan

Stock purchase plan

Paid holidays

Vacation days

Job summary

PNC Financial Services Group, Inc. in Lyndhurst, OH, and within PNC Wealth Management, seeks a Financial Advisor to service an assigned book of business and develop tailored investment and insurance strategies.

You will deliver comprehensive financial plans, coordinate with branch staff, and drive referrals to internal partners. The role emphasizes client experience, coaching colleagues, and maintaining regulatory compliance while growing assets under management.

Qualifications

• Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
• Education: university/college degree required with 2+ years of relevant professional experience (military considered).
• Licenses: FINRA Series 7 and 66 (or 63,65) and Life/Health Insurance required.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain an investment and insurance book of business.
• Own the client experience, handling sales and service and identifying opportunities.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management Competencies

Coaching Others

Customer Experience Management

Customer Retention

Effective Communications

Interpersonal Relationships

Managing Multiple Priorities

Prospecting

Sales Tasks And Activities

Selling

Education

Bachelor's degree

FINRA Series 7/66 (or 63,65)

Life and Health Insurance license

Job description

PNC Financial Services Group, Inc. in Lyndhurst, OH, and within PNC Wealth Management, seeks a Financial Advisor to service an assigned book of business and develop tailored investment and insurance strategies.

You will deliver comprehensive financial plans, coordinate with branch staff, and drive referrals to internal partners. The role emphasizes client experience, coaching colleagues, and maintaining regulatory compliance while growing assets under management.