Wealth Advisor - PNC Investments
Welcome to PNC Financial Services Group, where we are committed to helping our clients achieve financial success. As a Wealth Advisor at PNC Investments, you will play a vital role in guiding and advising clients on their investment portfolios, retirement planning, and wealth management strategies. We are seeking a driven and knowledgeable individual who is passionate about helping individuals and families achieve their financial goals. If you have a strong background in finance and a desire to make a positive impact on people's lives, we invite you to join our team. Provide expert guidance and advice to clients on investment portfolios, retirement planning, and wealth management strategies. Develop and maintain strong relationships with clients to understand their specific financial goals and needs. Conduct thorough assessments of clients' financial situations and develop personalized financial plans to help them achieve their goals. Stay up-to-date on industry trends, market conditions, and regulatory changes to ensure the most accurate and relevant advice for clients. Collaborate with other financial professionals, such as tax advisors and estate planners, to provide comprehensive financial solutions for clients. Utilize excellent communication and interpersonal skills to effectively communicate complex financial information to clients. Actively promote and market PNC Investments' products and services to attract new clients and grow the business. Maintain accurate and organized client records and follow all compliance requirements. Continuously educate yourself on PNC Investments' products and services to provide the highest level of expertise to clients. Contribute to a positive and collaborative team environment by sharing knowledge and expertise with colleagues. PNC Financial Services is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. Apply tot his job