Premier Client Financial Advisor - PNC Wealth Management - Independence, OH

Job overview

The Premier Client Financial Advisor - PNC Wealth Management is an onsite role based in Independence, OH. Compensation is $75,000.00 per year. This role supports the Wealth Management department, focusing on delivering personalized financial planning and investment strategies to clients. The role exists to manage an assigned book of business and drive client acquisition and retention. The advisor provides holistic financial guidance, collaborates with branch partners to identify investment opportunities, and ensures clients meet their savings, investing, and retirement goals.

What you'll do

• Consult on investment and insurance strategies
• develop financial plans
• acquire and maintain client relationships
• coach branch staff on investment opportunities
• monitor financial plans and recommend changes.

What we're looking for

Skills & competencies

financial advisor

wealth management

independence oh

pnc

full-time

day shift

finance

investment

planning

client relations

$75k/yr

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, vision, 401(k) with match, pension, stock purchase, paid time off, parental leave.

Why this role

Robust training program, administrative support, and state-of-the-art technology provided.

About the employer

PNC Financial Services Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.