Senior Financial Advisor - High-Net-Worth Clients

About the role

PNC Financial Services Group seeks a Premier Client Financial Advisor to provide high-touch guidance to affluent clients. In this role, you will deliver holistic financial planning, investment and banking advice, and tailored lending and cash-management solutions. You'll deepen relationships through proactive outreach, portfolio reviews, and needs-based recommendations while ensuring strict regulatory and risk compliance. Collaborate with specialists across wealth, mortgage, and banking, leverage PNC's robust tools and training, and grow your book in a collaborative, performance-driven culture.

Location: Independence, Ohio • Employment Type: Full Time • Work Mode: Hybrid

Responsibilities

• Serve as primary advisor for premier banking clients, delivering holistic financial planning and investment guidance
• Assess client needs, goals, and risk tolerance to recommend appropriate banking, lending, and wealth solutions
• Proactively deepen relationships through regular portfolio reviews and tailored financial strategies
• Collaborate with internal partners across banking, mortgage, and wealth management to coordinate solutions
• Monitor market trends and client portfolios, adjusting recommendations as needed
• Ensure all advice and transactions comply with regulatory, risk, and ethical standards
• Use CRM and digital tools to track client interactions and manage pipelines
• Participate in community and networking activities to acquire and grow client relationships

Requirements

• Financial planning
• Investment advisory
• Portfolio analysis
• High-net-worth client management
• Banking and lending products
• Regulatory and compliance knowledge
• Risk assessment
• Sales and business development
• CRM and pipeline management
• Financial modeling