Wealth Planning Advisor (Branch-Based)

PNC; Painesville (OH); On-site; USD 67,500 - 82,500; Full time

Benefits offered by this job

Medical Insurance

401(k) with Company Match

Paid Time Off

Job summary

PNC seeks a Financial Advisor in Painesville, OH, dedicated to providing exceptional client service in financial planning and investment strategies. The position emphasizes client relationship management and business development while fostering a supportive and collaborative branch environment.

The ideal candidate will possess a Bachelor's degree and demonstrate strong skills in financial analysis, client prospecting, and relationship building. Join PNC to help clients achieve their financial goals with a robust support system and a community-focused culture.

Qualifications

• Demonstrated knowledge in client relationship management.
• Experience in financial planning and investment strategies.
• Strong communication and interpersonal skills.

Responsibilities

• Consult on investment strategies and financial planning for clients.
• Grow and retain client relationships through business development.
• Coach branch staff to identify investment opportunities.

Skills

Client Prospecting

Client Relationship Building

Financial Analysis

Public Speaking

Education

Bachelors

Tools

Investment Banking

Job description

PNC seeks a Financial Advisor in Painesville, OH, dedicated to providing exceptional client service in financial planning and investment strategies. The position emphasizes client relationship management and business development while fostering a supportive and collaborative branch environment.

The ideal candidate will possess a Bachelor's degree and demonstrate strong skills in financial analysis, client prospecting, and relationship building. Join PNC to help clients achieve their financial goals with a robust support system and a community-focused culture.