Wealth Advisor: Client‑Focused Planning & Growth

Fairygodboss; York (York County); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical coverage (HSA)

Dental & Vision

401(k) with match

Job summary

PNC Wealth Management seeks a Financial Advisor in York, PA to manage a client book, advise on investments and insurance, and build personalized financial plans. You will drive sales and service, deliver strong client experiences, and work with branch partners to grow referrals.

Role requires FINRA Series 7 and 66 (or 63/65) plus Life/Health licenses and a Bachelor's degree with 2+ years of related experience. Training and benefits accompany this full-time position.

Qualifications

• Bachelor's degree required or equivalent experience.
• FINRA Series 7 and 66 (or 63/65) required.
• Life and Health Insurance licenses required.

Responsibilities

• Consult on investment and insurance strategies and develop client financial plans.
• Grow and retain an investment book of business and own the client experience.
• Acquire, expand, and maintain client relationships through networking.
• Coach staff and partners to identify investment opportunities and drive referrals.
• Meet with managers to review results, ensure compliance with laws and guidelines.

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 in York, PA to manage a client book, advise on investments and insurance, and build personalized financial plans. You will drive sales and service, deliver strong client experiences, and work with branch partners to grow referrals.

Role requires FINRA Series 7 and 66 (or 63/65) plus Life/Health licenses and a Bachelor's degree with 2+ years of related experience. Training and benefits accompany this full-time position.