High-Net-Worth Personal Financial Advisor

PNC Financial Services Group seeks a Premier Client Financial Advisor to serve high net worth and affluent clients. In this role, you'll provide holistic financial planning, investment guidance, and tailored banking and insurance solutions. You'll conduct in depth financial reviews, manage portfolios, identify cross sell opportunities, and ensure regulatory compliance. Working in a collaborative, client focused culture grounded in integrity and inclusion, you'll have access to robust training, internal mobility, and tools to grow your career while helping clients reach their financial goals.

Responsibilities

• Serve as primary advisor for premier clients, providing tailored financial planning, investment, banking, and insurance solutions
• Conduct comprehensive financial reviews, assess risk tolerance, and recommend appropriate wealth management strategies
• Deepen client relationships by identifying cross sell opportunities across PNC products and services
• Monitor client portfolios, market trends, and economic conditions to proactively adjust strategies
• Collaborate with internal partners in banking, lending, and wealth management to deliver integrated solutions
• Ensure compliance with regulatory requirements, internal policies, and ethical standards in all client interactions
• Meet or exceed sales, retention, and client satisfaction goals through disciplined pipeline and relationship management
• Maintain accurate documentation, CRM records, and follow up schedules for all client activities
• Participate in community and networking events to build brand presence and attract new premier clients
• Pursue ongoing training and certifications to stay current on products, regulations, and industry best practices

Required Skills

• Financial planning
• Wealth management
• Investment analysis
• Portfolio management
• Risk assessment
• Regulatory compliance (FINRA/SEC)
• Sales and cross selling
• CRM and pipeline management
• Retirement planning
• Insurance and annuity products