Wealth Advisor: Strategic Investments & Client Growth

PNC Financial Services Group, Inc.; Cuyahoga Falls (OH); On-site; USD 64,000 - 128,000; Full time

Benefits offered by this job

Medical coverage

401(k) with company match

Education assistance

Paid time off

Job summary

PNC Financial Services Group, Inc. is seeking a Wealth Advisor for its Wealth Management division in Northeast Ohio. You will consult on investment and insurance strategies, develop comprehensive financial plans, and grow a client book through exceptional service and referrals.

The role emphasizes in-office collaboration within a team, adherence to regulatory requirements, and ongoing education to serve high-net-worth clients effectively.

Qualifications

• Bachelor's degree required; FINRA Series 7 and 66 (or 63,65) required.
• Life and Health Insurance licenses required.
• Securities industry certifications and licenses may be required by state law.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and retains an investment and insurance book of business.
• Owns the client experience, handling sales and service and referring to partners as needed.

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 Financial Services Group, Inc. is seeking a Wealth Advisor for its Wealth Management division in Northeast Ohio. You will consult on investment and insurance strategies, develop comprehensive financial plans, and grow a client book through exceptional service and referrals.

The role emphasizes in-office collaboration within a team, adherence to regulatory requirements, and ongoing education to serve high-net-worth clients effectively.