Client-Centric Wealth Advisor

PNC; Erie (Erie County); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical/prescription drug coverage

401(k) with PNC match

Pension and stock purchase plans

Educational assistance

Job summary

PNC Wealth Management is seeking a Financial Advisor to partner with clients in Erie, PA, delivering personalized investment and insurance strategies. You will build and sustain a robust book of business, oversee client experiences, and coordinate with internal partners to optimize referrals and solutions.

You will guide financial plans, present recommendations, and monitor plans to meet client goals while maintaining compliance and a high standard of service.

Qualifications

• University degree and 2+ years of relevant professional experience.
• In lieu of degree, a comparable combination of education, certification and experience may be considered.
• FINRA licenses and Life/Health insurance certifications are required.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans.
• Grow and retain an investment and insurance book of business; manage client experience.
• Acquire and expand client relationships through networking and referrals.
• Develop and implement investment strategies; monitor and adjust plans as needed.
• Coach branch staff and partners 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 Management

Relationship Building

Education

Bachelor's

Job description

PNC Wealth Management is seeking a Financial Advisor to partner with clients in Erie, PA, delivering personalized investment and insurance strategies. You will build and sustain a robust book of business, oversee client experiences, and coordinate with internal partners to optimize referrals and solutions.

You will guide financial plans, present recommendations, and monitor plans to meet client goals while maintaining compliance and a high standard of service.