Wealth Advisor - Northwest Ohio | Build Client Portfolios

PNC; Toledo (OH); On-site; USD 64,000 - 106,000; Full time

Benefits offered by this job

Medical coverage

Dental & Vision

Life Insurance

Disability protection

401(k) with match

Pension

Stock purchase plan

Dependent care reimbursement

Back-up care

Educational assistance

Wellness program

Job summary

PNC Wealth Management in Northwest Ohio is seeking a Wealth Advisor to own the client experience, develop investment and insurance strategies, and grow a book of business. You will coordinate with specialists to deliver comprehensive financial plans and deliver strong client outcomes.

Successful candidates typically hold a bachelor's degree, FINRA licenses, and 3+ years of wealth management experience, with an in-office role offering a competitive base, incentive eligibility, and a comprehensive

Qualifications

• Experience in wealth management or financial planning is required.
• Strong client prospecting and relationship management skills.
• Knowledge of investment and insurance solutions.
• Ability to collaborate with internal partners and drive referrals.

Responsibilities

• Consults on investment and insurance strategies, develops financial plans, grows and retains a book of business.
• Acquires, expands and maintains client relationships through development and networking.
• Develops and implements investment and insurance strategies, presents recommendations.
• Coaches internal partners to identify opportunities and drives referrals, maintains client experience.
• Meets SLAs on lead/referral follow-up and 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 Building

Relationship Management

Education

Bachelor's degree

Job description

PNC Wealth Management in Northwest Ohio is seeking a Wealth Advisor to own the client experience, develop investment and insurance strategies, and grow a book of business. You will coordinate with specialists to deliver comprehensive financial plans and deliver strong client outcomes.

Successful candidates typically hold a bachelor's degree, FINRA licenses, and 3+ years of wealth management experience, with an in-office role offering a competitive base, incentive eligibility, and a comprehensive