Wealth Strategy Advisor - Grow Client Wealth

PNC; Columbus (OH); On-site; USD 64,000 - 106,000; Full time

Benefits offered by this job

Health benefits

401(k) with match

Paid holidays

Job summary

PNC Wealth Management is seeking a Wealth Advisor in Columbus, OH to consult on investment and insurance strategies, develop comprehensive financial plans, and manage a growing client book. You will own the client experience, focusing on sales, service, and referrals while building strong internal partnerships.

The role emphasizes education, certifications, and ongoing client engagement to grow loyalty and assets.

Qualifications

• Requires university degree and 3+ years of relevant experience.
• Certifications are often desired (e.g., FINRA licenses).
• Life and Health Insurance knowledge may be required.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain an investment and insurance book of business; own the client experience.
• Acquire and expand client relationships through networking and referrals.
• Collaborate with internal partners to identify opportunities and meet service levels.

Skills

Client Prospecting

Relationship Building

Financial Analysis

Public Speaking

Effective Communications

Sales Tasks

Education

Bachelor's degree

Job description

PNC Wealth Management is seeking a Wealth Advisor in Columbus, OH to consult on investment and insurance strategies, develop comprehensive financial plans, and manage a growing client book. You will own the client experience, focusing on sales, service, and referrals while building strong internal partnerships.

The role emphasizes education, certifications, and ongoing client engagement to grow loyalty and assets.