Senior Financial Advisor - High-Net-Worth Clients

PNC Financial Services Group seeks a Premier Client Financial Advisor to provide high-touch guidance to affluent clients. In this role, you will deliver holistic financial planning, investment and banking advice, and tailored lending and cash-management solutions. You'll deepen relationships through proactive outreach, portfolio reviews, and needs-based recommendations while ensuring strict regulatory and risk compliance. Collaborate with specialists across wealth, mortgage, and banking, leverage PNC's robust tools and training, and grow your book in a collaborative, performance-driven culture.

Responsibilities

• Serve as primary advisor for premier banking clients, delivering holistic financial planning and investment guidance

• Assess client needs, goals, and risk tolerance to recommend appropriate banking, lending, and wealth solutions

• Proactively deepen relationships through regular portfolio reviews and tailored financial strategies

• Collaborate with internal partners across banking, mortgage, and wealth management to coordinate solutions

• Monitor market trends and client portfolios, adjusting recommendations as needed

• Ensure all advice and transactions comply with regulatory, risk, and ethical standards

• Use CRM and digital tools to track client interactions and manage pipelines

• Participate in community and networking activities to acquire and grow client relationships Required Skills

• Financial planning

• Investment advisory

• Portfolio analysis

• High-net-worth client management

• Banking and lending products

• Regulatory and compliance knowledge

• Risk assessment

• Sales and business development

• CRM and pipeline management

• Financial modeling