Premier Client Financial Advisor

PNC

Premier Client Financial Advisor managing investment and insurance strategies for clients at PNC Wealth Management. Responsible for client experience, business development, and financial planning education.

Posted 6/3/2026full-timeWestlake • Ohio • 🇺🇸 United StatesJuniorMid-Level💰 $75,000 per yearWebsite

About the role

Key responsibilities & impact

Consults on investment and insurance strategies
Grows and retains an investment and insurance book of business
Owns the client experience and efficiently handles sales and service
Acquires, expands and maintains client relationships through business development and client networking
Develops and implements investment and insurance strategies for clients
Monitors financial plans and recommends changes as needed
Actively coaches and educates branch staff and internal business partners
Communicates regularly with internal and external partners to build strong relationships

Requirements

What you’ll need

2+ years of relevant professional experience
university / college degree (or comparable combination of education, job specific certification(s), and experience)
FINRA Series 7 and 66 (or 63,65) required
Life and Health Insurance required
competencies: Coaching Others, Customer Experience Management, Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting, Sales Tasks And Activities, Selling

Benefits

Comp & perks

medical/prescription drug coverage (with a Health Savings Account feature)
dental and vision options
employee and spouse/child life insurance
short and long-term disability protection
401(k) with PNC match
pension and stock purchase plans
dependent care reimbursement account
back-up child/elder care
adoption, surrogacy, and doula reimbursement
educational assistance, including select programs fully paid
a robust wellness program with financial incentives
paid time off including maternity and/or parental leave, paid holidays, occasional absence days, and vacation days

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

investment strategiesinsurance strategiesfinancial planningbusiness developmentclient networkingsalesclient relationship management

Soft Skills

coachingcustomer experience managementcustomer retentioneffective communicationinterpersonal relationshipsmanaging multiple prioritiesprospectingsales activities

Certifications

FINRA Series 7FINRA Series 66Life InsuranceHealth Insurance