Wealth Advisor: Build Plans, Grow Clients

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

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.