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Wealth Advisor - PNC Wealth Management

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

Job Detail

  • location_on
    Location Cleveland, 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

Job Description

Overview

As a Wealth Advisor at PNC Wealth Management, you will play a key role in providing investment and insurance strategies to clients while fostering relationships and ensuring an exceptional client experience. This in-office position emphasizes collaboration within a supportive culture focused on employee development and client satisfaction.

Key responsibilities

  • Consult on investment and insurance strategies for clients.
  • Grow and retain an investment and insurance book of business.
  • Own the client experience and efficiently manage sales and service.
  • Acquire, expand, and maintain client relationships through business development and networking.
  • Develop and implement individual financial plans based on client needs.
  • Educate internal partners on investment opportunities.
  • Communicate and review business results with internal business partners.
  • Ensure adherence to applicable laws, regulations, and company policies.

Required skills

  • Banking & Financial Services
  • Investment Strategies
  • Client Relationship Management
  • Financial Planning
  • Insurance Knowledge
  • Business Development
  • Sales Techniques
  • Networking
  • Problem Solving
  • FINRA Series 7 and 66 (or 63, 65) certifications
  • Life and Health Insurance certification

What the company offers

  • Comprehensive benefits including medical, dental, and vision coverage
  • 401(k) with PNC match, pension, and stock purchase plans
  • Paid time off including maternity and parental leave, holidays, and vacation days
  • Educational assistance with select programs fully paid
  • Robust wellness program with financial incentives

Skills Required

Company Overview

Red Bank, New Jersey, United States of America

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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