Financial Advisor - PNC Wealth Management

PNC Financial Services Group, Inc.; Pittsburgh (Allegheny County); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

401(k) with PNC match

Paid time off including parental leave

Job summary

PNC Financial Services Group, Inc. is seeking Financial Advisors who will work collaboratively across bank branches, manage a book of business, and provide clients with personalized investment strategies. The ideal candidate holds a bachelor's degree and relevant licenses, with at least 2 years of experience.

With a robust training program and a culture that promotes teamwork, this role includes consulting on financial plans and building lasting relationships with clients. Comprehensive benefits such as medical, dental, and 401(k) match are provided.

Qualifications

• Preferred skills include client relationship building and financial analysis.
• 2+ years of relevant professional experience is required.
• Licenses include FINRA Series 7 and 66, along with Life and Health Insurance.

Responsibilities

• Consult on investment and insurance strategies.
• Acquire and maintain client relationships through networking.
• Present financial recommendations to clients.

Skills

Client Prospecting

Client Relationship Building

Sales Tasks and Activities

Relationship Management

Effective Communications

Financial Analysis

Education

Bachelor’s degree

Tools

FINRA Series 7

FINRA Series 66

Job description

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We work together to foster an inclusive workplace culture where all employees feel respected, valued, and have an opportunity to contribute to the company’s success. Financial Advisors work within a highly collaborative circuit of bank branches and manage an assigned book of business. PNC Investments advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach keeps all parties on the same side of the table. PNC’s referral program and culture drive teamwork, enabling branch partners to have a vested interest in our advisors’ success. We provide a robust training program, administrative support and state‑of‑the‑art technology designed to elevate your career.
PNC Investments is passionate about our values and helping our advisors build their future. As a Financial Advisor within PNC Wealth Management, you will be based in multiple markets across PNC's footprint.

Responsibilities

• Consult on investment and insurance strategies, as well as the development of financial plans for clients.
• Grow and retain an investment and insurance book of business.
• Own the client experience, efficiently handling sales and service, identifying sales opportunities, executing activities, and making referrals to internal business partners as appropriate.
• Acquire, expand and maintain client relationships through business development and client networking.
• Grow client loyalty and share of wallet through an exceptional client experience.
• Apply product and procedural knowledge to solve client problems appropriately and efficiently.
• Develop and implement investment and insurance strategies for clients.
• Determine the best products to support such strategies.
• Present sound financial recommendations and guidance to clients.
• Establish individual financial plans based on client financial needs and objectives.
• Monitor financial plans and recommend changes as needed.
• Actively and regularly coach and educate branch staff and internal business partners to identify investment opportunities.
• Drive investment education and visibility among branch staff.
• In partnership with branch manager and/or investment sales associate, lead the branch team on actions to achieve investment results.
• Show urgency with activities and lead by example.
• Maintain regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
• Regularly meet with branch manager and other internal business partners to communicate and review business results and pipeline management.
• Meet service level agreements on lead and referral follow‑up.
• Adhere to all applicable laws, regulations, policies and guidelines.

Qualifications

• Preferred Skills: Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management, Coaching Others, Customer Experience Management, Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting, Sales Tasks and Activities, Selling.
• Work Experience: 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 (including military service) may be considered.
• Education: Bachelor’s degree.
• Licenses: FINRA Series 7 and 66 (or 63, 65) required. Life and Health Insurance required.
• Certifications: None required.

Benefits

• Medical and prescription drug coverage, with a Health Savings Account feature.
• Dental and vision options.
• Employee and spouse/child life insurance.
• Short‑term and long‑term disability protection.
• 401(k) with PNC match, pension, and stock purchase plans.
• Dependent care reimbursement account.
• Back‑up child/elder care.
• Adoption, surrogacy, and doula reimbursement.
• Educational assistance, including select programs fully paid.
• Robust wellness program with financial incentives.
• Paid time off: maternity and parental leave; up to 11 paid holidays each year; 9 occasional absence days each year; 15–25 vacation days each year, depending on career level, and years of service.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at [e-mail]. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.