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Wealth Advisor - PNC Wealth Management

Date Posted: Jun 28, 2026
Yearly: USD - USD
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Job Detail

  • location_on
    Location Cincinnati, Ohio, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Sep 26, 2026
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Job Description

Overview

As a Wealth Advisor at PNC Wealth Management, you will consult on investment and insurance strategies and develop financial plans for clients. This role involves growing and retaining an investment and insurance book of business while ensuring an exceptional client experience through effective communication and relationship management.

Key responsibilities

  • Consult on investment and insurance strategies for clients
  • Develop and implement individual financial plans based on client needs
  • Grow and retain a book of business in investment and insurance
  • Manage client relationships through business development and networking
  • Monitor financial plans and recommend changes as needed
  • Coach and educate internal partners on investment opportunities
  • Ensure compliance with laws, regulations, and internal policies

Required skills

  • 3+ years of relevant industry experience
  • Bachelor's degree or equivalent combination of education and experience
  • FINRA Series 7 and 66 (or 63,65) required
  • Life and Health Insurance license required
  • Client relationship building
  • Investment strategies
  • Financial planning
  • Sales strategies
  • Customer service
  • Effective communication
  • Coaching others

What the company offers

  • Comprehensive range of benefits including medical, dental, and vision coverage
  • 401(k) with company match
  • Educational assistance and wellness programs
  • Generous paid time off including vacation, holidays, and parental leave

Skills Required

Company Overview

PNC Financial Services Group
Red Bank, New Jersey, United States of America
114 Current Jobs Openings

PNC Financial Services Group is committed to delivering an exceptional experience for its customers and fostering an inclusive workplace culture. The company emphasizes the importance of its employees as a competitive advantage in the financial marke... Read More

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