Wealth Advisor - PNC Wealth Management

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are united in delivering the best experience for our customers and fostering an inclusive workplace culture where all employees feel respected, valued, and have opportunities to contribute to the company’s success. As a Wealth Advisor in PNC Wealth Management, you will be based in Northeast Ohio. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance.

About the role

Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales opportunities, and making referrals to internal business partners as appropriate.

• Acquires, expands, and maintains client relationships through business development and client networking.
• Grows client loyalty and share of wallet through an exceptional client experience.
• Applies product and procedural knowledge to solve client problems efficiently.
• Develops and implements investment and insurance strategies for clients, determining the best products to support such strategies.
• Presents sound financial recommendations and guidance to clients.
• Establishes individual financial plans based on client financial needs and objectives, monitoring and recommending changes as needed.
• Coaches and educates internal business partners to identify investment opportunities and drives investment education and visibility.
• Builds strong relationships with internal and external partners to drive referral activity.
• Meets with internal business partners to review business results and pipeline management.
• Meets service level agreements on lead and referral follow-up.
• Adheres to all applicable laws, regulations, policies, and guidelines.

PNC employees are expected to be customer-focused, managing risk while aligning client needs and satisfaction as primary considerations in all business decisions.

Requirements

• Bachelor’s degree or a comparable combination of education, job-specific certification(s), and experience (including military service).
• Typically requires 3+ years of relevant/direct industry experience.
• FINRA Series 7 and 66 (or 63, 65) licenses required.
• Life and Health Insurance license required.

Skills

• Preferred Skills: Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management.
• Competencies: Coaching Others, Customer Experience Management, Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting, Sales Tasks and Activities, Selling.

Pay

Base Salary: $63,750.00 – $127,500.00. Salaries may vary based on geographic location, market data, and individual skills, experience, and education. This role is incentive-eligible, with payment based on company, business, and/or individual performance.

Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future, depending on eligibility. Options for full-time employees include:

• Medical/prescription drug coverage (with a Health Savings Account feature), dental, and vision options.
• Employee and spouse/child life insurance; short- and long-term disability protection.
• 401(k) with PNC match, pension, and stock purchase plans.
• Dependent care reimbursement account; back-up child/elder care.
• Adoption, surrogacy, and doula reimbursement.
• Educational assistance, including select fully paid programs.
• A robust wellness program with financial incentives.
• Paid time off, including:
• Maternity and/or parental leave.
• Up to 11 paid holidays each year.
• 9 occasional absence days each year (unless otherwise required by law).
• Between 15 to 25 vacation days each year, depending on career level and years of service.