Wealth Advisor - Pnc Wealth Management

PNC Bank

Pittsburgh, PA, United States
Client relationship management
Investment and insurance strategies
Financial planning expertise
As a Wealth Advisor, you will deliver tailored advice and strategic planning to help clients achieve their financial goals

Job Summary

  • As a Wealth Advisor, you will deliver tailored advice and strategic planning to help clients achieve their financial goals.
  • You will collaborate with Wealth Strategists to develop customized financial solutions that reflect clients' unique needs.
  • PNC fosters a supportive culture where employees can thrive and achieve balance.

Matching Summary

As a Wealth Advisor, you will deliver tailored advice and strategic planning to help clients achieve their financial goals.

Skills & Requirements

Must-have

  • Client relationship management
  • Investment and insurance strategies
  • Financial planning expertise

Nice-to-have

  • Coaching and educating partners
  • Exceptional client experience
  • Strong interpersonal skills

Key Requirements

  • 3+ years of relevant industry experience
  • FINRA Series 7 and 66 required
  • Life and Health Insurance required

Work Rights

Not specified

Tailored Resume

Cover Letter