Wealth Advisor: Personalized Planning & Growth

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

Benefits offered by this job

Medical and dental benefits

401(k) with company match

Paid time off and wellness programs

Job summary

PNC Wealth Management is seeking a Financial Advisor based in Painesville, OH to consult on investment and insurance strategies and develop personalized financial plans for clients. You will grow an investment and insurance book, own the client experience, and actively network to expand relationships.

The role emphasizes service, referrals, and collaboration with branch staff to meet client goals. The position requires a University degree with 2+ years of experience; FINRA licenses and

Qualifications

• Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience.
• In lieu of a degree, a comparable combination of education, job specific certification(s), and experience may be considered.
• Bachelor's degree required for consideration.

Responsibilities

• Consults on investment and insurance strategies, as well as the development of financial plans for clients.
• Grows and retains an investment and insurance book of business.
• Owns the client experience, efficiently handling sales and service, identifying sales opportunities and making referrals to internal partners.

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

Bachelors

Job description

PNC Wealth Management is seeking a Financial Advisor based in Painesville, OH to consult on investment and insurance strategies and develop personalized financial plans for clients. You will grow an investment and insurance book, own the client experience, and actively network to expand relationships.

The role emphasizes service, referrals, and collaboration with branch staff to meet client goals. The position requires a University degree with 2+ years of experience; FINRA licenses and