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Wealth Advisor - Client Planning & Investments
Job in
Lyndhurst, Cuyahoga County, Ohio, USA
Listed on 2026-09-07
Listing for:
Fairygodboss
Full Time
position Listed on 2026-09-07
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
Job Description & How to Apply Below
PNC Wealth Management in Lyndhurst, OH is seeking a Financial Advisor to manage an assigned book of business within a branch-based advisory team. You will consult on investment and insurance strategies, develop personalized financial plans, and drive referrals with internal partners to grow client assets.
The role emphasizes client service, regulatory adherence, and coaching of staff, with base salary disclosed and incentive eligibility; FINRA licenses required; bachelor's degree preferred;
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