Wealth Advisor: Build Plans & Grow Client Portfolios

PNC Financial Services Group, Inc.; York (York County); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

401(k) with PNC match

Health insurance (medical/prescription

Dental and vision options

Life insurance

Disability protection

Educational assistance

Paid holidays

Job summary

PNC Wealth Management seeks a Financial Advisor based in our West Manchester, York, PA location. The role focuses on consulting on investment and insurance strategies, developing comprehensive financial plans, and growing a client book within a branch network.

You will work to deliver tailored solutions, manage client relationships, and drive referrals through collaboration with branch partners and internal teams.

Qualifications

• University degree required with 2+ years of relevant professional experience.
• FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.
• No required certification(s) beyond FINRA licenses.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and retains an investment and insurance book of business.
• Manages client relationships through business development and networking.
• Drives referrals by building strong internal partnerships and delivering exceptional client service.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Public Speaking

Relationship Management

Sales Tasks

Education

Bachelor's degree

Job description

PNC Wealth Management seeks a Financial Advisor based in our West Manchester, York, PA location. The role focuses on consulting on investment and insurance strategies, developing comprehensive financial plans, and growing a client book within a branch network.

You will work to deliver tailored solutions, manage client relationships, and drive referrals through collaboration with branch partners and internal teams.