Wealth Advisor - Client-Focused, In-Office Erie

PNC; Erie (Erie County); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health insurance

401(k) with PNC match

Pension

Job summary

PNC Wealth Management is seeking a Financial Advisor in Erie, PA to manage an assigned client book, develop personalized financial plans, and provide strategic investment and insurance guidance. You will work closely with branch staff to optimize client experiences and drive referrals, while maintaining regulatory and firm standards.

The role emphasizes building trusted relationships, expanding client relationships, and coaching colleagues to identify investment opportunities within a

Qualifications

• Bachelor's degree required for consideration.
• FINRA Series 7 and 66 are required (or 63,65).
• Life and Health Insurance licenses required.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and retains an investment and insurance book of business.
• Owns the client experience, handling sales and service and making referrals to internal partners.

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 is seeking a Financial Advisor in Erie, PA to manage an assigned client book, develop personalized financial plans, and provide strategic investment and insurance guidance. You will work closely with branch staff to optimize client experiences and drive referrals, while maintaining regulatory and firm standards.

The role emphasizes building trusted relationships, expanding client relationships, and coaching colleagues to identify investment opportunities within a