Premier Client Financial Advisor - Wealth Management

Position Overview

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. We foster an inclusive workplace culture where all employees feel respected, valued and have an opportunity to contribute to the company’s success. As Premier Client Financial Advisor within PNC Wealth Management, you will be based in Brecksville, OH.

Job : R221154.

Pennsylvania’s Premier Client Advisors are hired within a Premier Client Branch and manage an assigned book of business. PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. We provide a robust training program, administrative support and state-of-the-art technology designed to elevate your career.

PNC is an in-office company fostering a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

• Consult on investment and insurance strategies, and develop financial plans for clients. Grow and retain an investment and insurance book of business. Own the client experience, efficiently handle sales and service, identify opportunities, and refer to internal partners as appropriate.
• Acquire, expand and maintain client relationships through business development and networking. Grow client loyalty and share of wallet through exceptional client experience. Apply product and procedural knowledge to solve client problems efficiently.
• Develop and implement investment and insurance strategies. Determine the best products to support such strategies. Present sound financial recommendations and guidance to clients. Establish individual financial plans based on client needs and objectives. Monitor plans and recommend changes as needed.
• Coach and educate branch staff and internal partners to identify investment opportunities. Drive investment education and visibility among branch staff. In partnership with Private Client Banker, lead the branch team on actions to achieve investment results. Show urgency and lead by example. Communicate effectively with internal and external partners to build strong relationships that drive referral activity.
• Meet regularly with branch manager and other internal partners to communicate and review business results and pipeline. Meet service level agreements on lead and referral follow‑up. Adhere to all applicable laws, regulations, policies and guidelines.

• Customer Focused – Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
• Managing Risk – Assess and effectively manage all risks associated with business objectives and activities to ensure adherence to and support of PNC’s Enterprise Risk Management Framework.

Competencies: Coaching Others, Customer Experience Management, Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting, Sales Tasks and Activities, Selling.

Work Experience: University or college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job‑specific certification(s), and experience (including military service) may be considered.

Education: Bachelor’s degree.

Certifications: None required.

Licenses: FINRA Series 7 and 66 (or 63, 65) required. Life and Health Insurance required.

Base Salary: $75,000.00 – $75,000.00. Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with payment based upon company, business…