PNC Financial Services

Financial Advisor

PNC Financial Services

Cleveland, OH, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to PNC Financial Services, where we are dedicated to helping our clients achieve their financial goals. As a Financial Advisor, you will play a crucial role in providing personalized financial guidance and recommendations to our clients. We are seeking a highly motivated individual with a strong background in finance and a passion for helping others. If you are driven, analytical, and have excellent communication skills, we invite you to join our team and make a positive impact in the lives of our clients.

  1. Provide personalized financial guidance and recommendations to clients based on their individual goals and needs.
  2. Conduct thorough financial analyses to assess clients' current financial situation and identify areas for improvement.
  3. Develop and maintain strong relationships with clients, building trust and rapport.
  4. Stay up-to-date on industry trends and changes in the financial market to provide accurate and relevant advice.
  5. Collaborate with other financial advisors and team members to develop comprehensive financial plans for clients.
  6. Act as a resource for clients, answering questions and providing education on financial topics.
  7. Proactively reach out to potential clients and develop new business opportunities.
  8. Maintain thorough and accurate records of client interactions and financial recommendations.
  9. Adhere to all regulatory and compliance guidelines in the financial industry.
  10. Continuously strive to improve client satisfaction and retention through exceptional service and quality advice.
  11. Participate in training and development opportunities to enhance knowledge and skills.
  12. Represent PNC Financial Services in a positive and professional manner at all times.
Where is this job?
This job is located at Cleveland, OH, USA
Job Qualifications
  • Bachelor's Degree In Finance, Economics, Business, Or A Related Field.

  • Excellent Communication And Interpersonal Skills To Build And Maintain Client Relationships.

  • Minimum Of 2-3 Years Of Experience In Financial Planning Or Wealth Management.

  • Strong Understanding Of Investment Products, Financial Markets, And Industry Regulations.

  • Certified Financial Planner (Cfp) Or Chartered Financial Analyst (Cfa) Designation Preferred.

Required Skills
  • Financial Planning

  • Market

  • Risk assessment

  • Asset management

  • wealth management

  • Portfolio analysis

  • Retirement planning

  • Cash flow management

  • Estate Planning

  • Investment planning

  • Tax Strategies

  • Insurance Planning

Soft Skills
  • Communication

  • Conflict Resolution

  • Customer Service

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Financial Advisor in Cleveland, OH, USA is $52,730 - $112,450 per year. However, salaries can vary greatly depending on factors such as experience, qualifications, and the specific company or industry a Financial Advisor works in.

Additional Information
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.
Required LanguagesEnglish
Job PostedMarch 28th, 2024
Apply BeforeAugust 19th, 2025
This job posting is from a verified source. 
Reposted

Apply with Video Cover Letter Add a warm greeting to your application and stand out!

About PNC Financial Services

PNC Financial Services Group, Inc. is an American bank holding company and financial services corporation based in Pittsburgh, Pennsylvania. Its banking subsidiary, PNC Bank, operates in 19 states and the District of Columbia with 2,459 branches and 9,051 ATMs.

Frequently asked questions

Get interviewed today!

JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.

Get Started