Financial Advisor - Wealth Planning & Client Growth

PNC Financial Services Group; Erie (Erie County); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental and vision options

Life insurance

Disability protection

401(k) with PNC match

Education assistance

Paid holidays

Job summary

PNC Investments in Erie, PA is seeking a Financial Advisor to guide clients on savings, investing, and retirement goals within a collaborative, onsite branch.

You will consult on investment and insurance strategies, develop financial plans, and build long‑term relationships through proactive client networking and service.

The role emphasizes delivering sound guidance, cross‑team collaboration, and adherence to applicable laws and branch goals.

Qualifications

• 2+ years of relevant professional experience (degree or equivalent)
• Bachelor’s degree
• FINRA Series 7 and 66 or 63 and 65 required
• Life and Health Insurance required

Responsibilities

• Consult with clients on investment and insurance strategies and assist with developing financial plans.
• Own the client experience by efficiently handling sales and service, identifying sales opportunities, and making referrals to internal partners.
• Acquire, expand, and maintain client relationships through business development and client networking.
• Grow client loyalty and share of wallet through an exceptional client experience.
• Use product and procedural knowledge to solve client problems appropriately and efficiently.
• Develop and implement investment and insurance strategies and determine the best products to support those strategies.
• Present sound financial recommendations and guidance, establishing individual financial plans based on client objectives and needs.
• Monitor financial plans over time and recommend changes as needed.
• Coach and educate branch staff and internal partners on identifying investment opportunities and driving investment education and visibility.
• In partnership with the branch manager, lead the branch team on actions to achieve investment results.
• Maintain urgency in daily activities and lead by example.
• Communicate regularly with internal and external partners to build relationships that support referral activity.
• Meet regularly with the branch manager and other partners to review business results and pipeline management.
• Meet service level agreements for lead and referral follow-up.
• Adhere to all applicable laws, regulations, policies, and guidelines.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Education

Bachelor’s degree

Job description

PNC Investments in Erie, PA is seeking a Financial Advisor to guide clients on savings, investing, and retirement goals within a collaborative, onsite branch.

You will consult on investment and insurance strategies, develop financial plans, and build long‑term relationships through proactive client networking and service.

The role emphasizes delivering sound guidance, cross‑team collaboration, and adherence to applicable laws and branch goals.