Wealth Advisor: Client-Focused Financial Planning

PNC Financial Services Group, Inc.; Warrington Township (Bucks County); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Comprehensive benefits

401(k) with company match

Paid time off

Job summary

PNC Wealth Management seeks a Financial Advisor to manage an assigned book of business, consult on investment and insurance strategies, and develop personalized financial plans for clients at our Somerton, Philadelphia, PA location.

The role emphasizes building strong client relationships, proactive planning, and collaboration with branch staff to drive referrals and growth. A numerical value of experience is expected and comprehensive benefits accompany the position.

Qualifications

• Bachelor's degree required.
• FINRA Series 7 and 66 required; Life and Health Insurance required.
• Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience.

Responsibilities

• Consults on investment and insurance strategies, as well as the development of financial plans for clients.
• Acquires, expands and maintains client relationships through business development and client networking.
• Develops and implements investment and insurance strategies for clients.
• Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities.
• Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Education

Bachelors

Job description

PNC Wealth Management seeks a Financial Advisor to manage an assigned book of business, consult on investment and insurance strategies, and develop personalized financial plans for clients at our Somerton, Philadelphia, PA location.

The role emphasizes building strong client relationships, proactive planning, and collaboration with branch staff to drive referrals and growth. A numerical value of experience is expected and comprehensive benefits accompany the position.