Financial Advisor - PNC Wealth Management

PNC; Thorndale (PA); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical/prescription drug coverage

401(k) with company match

Paid time off

Job summary

PNC is seeking a Financial Advisor based in Thorndale, PA. This role focuses on consultation for investment and insurance strategies, building strong client relationships, and developing personalized financial plans. The ideal candidate will have a Bachelor’s degree and relevant experience, along with necessary FINRA licenses.

Working at PNC fosters a supportive culture that emphasizes employee growth and balance. Candidates will benefit from comprehensive training and a variety of employee benefits, including health coverage and paid time off options.

Qualifications

• 2+ years of relevant professional experience or equivalent education.
• FINRA Series 7 and 66 (or 63, 65) licenses required.
• Life and Health Insurance certification required.

Responsibilities

• Consult on investment and insurance strategies.
• Grow and retain an investment and insurance book of business.
• Develop and implement client financial plans.
• Coach branch staff on investment opportunities.
• Regularly communicate with internal business partners.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Financial Analysis

Investment Banking

Public Speaking

Relationship Management

Education

Bachelor's degree

Job description

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you will be based at our Thorndale, PA location.

Job ID: R224351

PNC is an in‑office company that fosters a supportive culture where employees can thrive and achieve balance. Candidates are encouraged to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with your goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

• 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 and/or executing opportunities 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. Have 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.

Additionally, PNC provides a robust training program, administrative support and state‑of‑the‑art technology aimed at elevating your career.

Employee Expectations

• Customer Focused – Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
• Managing Risk – Assess and effectively manage all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

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.

Competencies: 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: Bachelors.

Certifications: None Required.

Licenses: FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.

Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full‑time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short 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; a robust wellness program with financial incentives.

Paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year (unless otherwise required by law); between 15 to 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 will be 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.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.