Wealth Advisor: Client-Focused Investing & Planning

PNC Financial Services Group, Inc.; Erie (Erie County); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical/prescription drug coverage

401(k) with PNC match

Paid time off

Job summary

PNC Financial Services Group, Inc. is seeking a Financial Advisor for its Wealth Management division in Erie, PA. The role focuses on guiding clients in investment and insurance strategies, fostering strong client relationships, and working in a collaborative banking environment.

Successful candidates will have a bachelor's degree and relevant experience, alongside FINRA Series 7 and 66 licenses. PNC offers comprehensive benefits and a supportive workplace culture.

Qualifications

• University / college degree with 2+ years of relevant professional experience.
• In lieu of degree, a comparable combination of education, certification(s), and experience may be accepted.
• FINRA Series 7 and 66 (or 63, 65) required.

Responsibilities

• Consult on investment and insurance strategies.
• Grow and retain an investment and insurance book of business.
• Develop and implement investment and insurance strategies for clients.

Skills

Client Prospecting

Client Relationship Building

Customer Engagement

Financial Analysis

Investment Banking

Education

Bachelors

Tools

FINRA Series 7

FINRA Series 66

Job description

PNC Financial Services Group, Inc. is seeking a Financial Advisor for its Wealth Management division in Erie, PA. The role focuses on guiding clients in investment and insurance strategies, fostering strong client relationships, and working in a collaborative banking environment.

Successful candidates will have a bachelor's degree and relevant experience, alongside FINRA Series 7 and 66 licenses. PNC offers comprehensive benefits and a supportive workplace culture.