Wealth Management Advisor for High Net Worth

American Accounting Association; Alexandria (IN); Hybrid; USD 90,000 - 130,000; Full time

Job summary

PNC Financial Services Group seeks a Wealth Management Financial Advisor to deliver comprehensive financial planning and investment guidance to high-net-worth clients. You will assess goals, design tailored portfolios, and provide retirement, tax, and estate planning strategies while ensuring regulatory compliance.

In this relationship-driven role, you'll cultivate new business, deepen existing relationships, and collaborate with internal specialists.

Qualifications

• Must provide comprehensive financial planning for high-net-worth clients.

Responsibilities

• Provide comprehensive financial planning and investment advice to high-net-worth clients.
• Develop customized wealth management strategies aligned with client goals and risk tolerance.
• Manage and monitor client investment portfolios, adjusting strategies as needed.
• Prospect, acquire, and grow new client relationships to expand the book of business.
• Deepen existing relationships through proactive communication and ongoing reviews.
• Collaborate with internal specialists in tax, trust, and banking to deliver integrated solutions.
• Ensure all recommendations comply with regulatory, legal, and internal policy requirements.
• Prepare and present financial plans, proposals, and performance reports to clients.
• Maintain detailed client records using CRM and financial planning tools.
• Participate in continuous learning to stay current on markets, products, and regulations.

Skills

Financial planning

Investment portfolio management

Wealth management

Risk assessment

Retirement planning

Estate planning

Client relationship management

Financial modeling

Regulatory compliance

Sales & business development

Tools

CRM software

Financial planning software

Job description

PNC Financial Services Group seeks a Wealth Management Financial Advisor to deliver comprehensive financial planning and investment guidance to high-net-worth clients. You will assess goals, design tailored portfolios, and provide retirement, tax, and estate planning strategies while ensuring regulatory compliance.

In this relationship-driven role, you'll cultivate new business, deepen existing relationships, and collaborate with internal specialists.