Wealth Management Advisor: Craft Personal Financial Plans

Fairygodboss; Euclid (OH); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Paid time off

Job summary

PNC Wealth Management is seeking a Financial Advisor based in Lyndhurst, OH. You will manage an assigned book of business, provide investment and insurance guidance, and deliver personalized financial plans in collaboration with branch teams.

You will build client relationships, drive referrals, and share expertise with staff while adhering to regulatory requirements. The role includes a robust training program and in-office culture, with a focus on customer service and work-life balance.

Qualifications

• Bachelor's degree required or equivalent in a related field.
• FINRA Series 7 and 66 licenses required.
• Life and Health Insurance licenses required.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients. Grow and retain 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.
• Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies.
• Actively coaches and educates branch staff to identify investment opportunities and drive investment education.
• Regularly meets with branch manager and internal partners to communicate and review results and pipeline management.

Skills

Client Prospecting

Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Management

Education

Bachelors

Job description

PNC Wealth Management is seeking a Financial Advisor based in Lyndhurst, OH. You will manage an assigned book of business, provide investment and insurance guidance, and deliver personalized financial plans in collaboration with branch teams.

You will build client relationships, drive referrals, and share expertise with staff while adhering to regulatory requirements. The role includes a robust training program and in-office culture, with a focus on customer service and work-life balance.