Wealth Advisor - PNC Wealth Management

PNC; Columbus (OH); Presencial; USD 64 000 - 106 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health benefits

401(k) with match

Paid holidays

Resumo da oferta

PNC Wealth Management is seeking a Wealth Advisor in Columbus, OH to consult on investment and insurance strategies, develop comprehensive financial plans, and manage a growing client book. You will own the client experience, focusing on sales, service, and referrals while building strong internal partnerships.

The role emphasizes education, certifications, and ongoing client engagement to grow loyalty and assets.

Qualificações

• Requires university degree and 3+ years of relevant experience.
• Certifications are often desired (e.g., FINRA licenses).
• Life and Health Insurance knowledge may be required.

Responsabilidades

• 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.
• Acquire and expand client relationships through networking and referrals.
• Collaborate with internal partners to identify opportunities and meet service levels.

Conhecimentos

Client Prospecting

Relationship Building

Financial Analysis

Public Speaking

Effective Communications

Sales Tasks

Formação académica

Bachelor's degree

Descrição da oferta de emprego

## Wealth Advisor - PNC Wealth ManagementApplylocations: OH - Columbus (43215)time type: Full timeposted on: Posted Todayjob requisition id: R231963# **Position Overview**At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a(n) [position title] within PNC's [name of division] organization, you will be based in [city/state location of position].PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.# **Job Description*** 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 and/or executing opportunities and making referrals to internal business partners as appropriate.* Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.* Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.* Actively and regularly coaches and educates internal business partners to identify investment opportunities. Drives investment education and visibility among internal business partners. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.* Regularly meets with internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:* **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.* **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.# **Qualifications**Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.## **Preferred 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.## **Work Experience**Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.## **Education**Bachelors## **Certifications**No Required Certification(s)## **Licenses**FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.# **Pay Transparency**Base Salary: $63,750.00 – $106,250.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.# **Application Window**Generally, this opening is expected to be posted for two business days from 08/10/2026, although it may be longer with business discretion.# **Benefits**PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.