Wealth Management Advisor | Client Planning & Growth

PNC Financial Services Group; Painesville (OH); On-site; USD 68,000 - 83,000; Full time

Job summary

PNC Financial Services Group is seeking a Financial Advisor in Painesville, OH within Wealth Management to serve a defined client book, develop personalized investment plans and help clients meet savings, retirement and insurance goals.

The role emphasizes collaboration with branch staff, internal partners and adherence to regulatory guidelines while delivering superior client service. A base salary is provided with incentive eligibility, and licenses are required.

Qualifications

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

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and retains an investment and insurance book of business and manages the client experience.
• Acquires, expands and maintains client relationships through business development and networking.

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 is seeking a Financial Advisor in Painesville, OH within Wealth Management to serve a defined client book, develop personalized investment plans and help clients meet savings, retirement and insurance goals.

The role emphasizes collaboration with branch staff, internal partners and adherence to regulatory guidelines while delivering superior client service. A base salary is provided with incentive eligibility, and licenses are required.