Wealth Management Financial Advisor & Growth Lead

PNC; Withamsville (OH); On-site; USD 53,000 - 88,000; Full time

Benefits offered by this job

401(k) with match

Pension and stock purchase plans

Health insurance

Paid holidays

Vacation days

Educational assistance

Wellness program

Job summary

PNC in Withamsville, OH is seeking a Financial Solutions Advisor within Wealth Management to build and manage client investment and insurance strategies. You will consult on financial plans, grow a client book, and collaborate with internal partners to maximize referrals and service quality.

The role emphasizes in-office collaboration, regulatory compliance, and ongoing education to enhance client outcomes and branch results.

Qualifications

• :Experience developing financial plans for clients.
• :Knowledge of investment and insurance planning.
• :Ability to grow and retain client investment and insurance book.

Responsibilities

• Consult on investment and insurance strategies and financial plans.
• Grow and retain client investment and insurance book.
• Own client experience—sales, service, and referrals to internal partners.
• Develop and implement investment strategies for clients.
• Lead branch team and educate staff on investment opportunities.
• Present financial recommendations and establish client plans.

Skills

Coaching

Customer experience

Customer retention

Effective communication

Interpersonal skills

Multitasking

Prospecting

Sales process

Selling

Education

FINRA Series 7/66

Life & Health Insurance license

Job description

PNC in Withamsville, OH is seeking a Financial Solutions Advisor within Wealth Management to build and manage client investment and insurance strategies. You will consult on financial plans, grow a client book, and collaborate with internal partners to maximize referrals and service quality.

The role emphasizes in-office collaboration, regulatory compliance, and ongoing education to enhance client outcomes and branch results.