Branch-Based Wealth Advisor: Personal Finance & Growth

PNC; West Manchester Township (York County); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Medical coverage

Dental & Vision

Life Insurance

Short & Long-Term Disability

401(k) with company match

Educational assistance

Wellness program

Job summary

PNC Wealth Management is seeking a Financial Advisor based in West Manchester, York, PA to manage an investment and insurance book of business within a branch-based model. You will develop financial plans, present recommendations, and nurture client relationships to grow loyalty and referrals.

The role emphasizes collaboration with branch staff and internal partners, adherence to laws and policies, and ongoing client servicing and growth activities within a comprehensive advisory framework.

Qualifications

• Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience.
• In lieu of a degree, a comparable combination of education, job specific certification(s), and experience may be considered.

Responsibilities

• Grows and retains an investment and insurance book of business.
• Owns the client experience, handling sales and service and referring opportunities to internal partners.
• Develops and implements investment and insurance strategies for clients.
• Establishes financial plans based on client needs and objectives.
• Coaches branch staff to identify investment opportunities and drive referrals.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Coaching Others

Customer Experience Management

Customer Retention

Effective Communications

Interpersonal Relationships

Managing Multiple Priorities

Prospecting

Sales Tasks And Activities

Selling

Education

Bachelor's degree

Job description

PNC Wealth Management is seeking a Financial Advisor based in West Manchester, York, PA to manage an investment and insurance book of business within a branch-based model. You will develop financial plans, present recommendations, and nurture client relationships to grow loyalty and referrals.

The role emphasizes collaboration with branch staff and internal partners, adherence to laws and policies, and ongoing client servicing and growth activities within a comprehensive advisory framework.