Wealth Advisor: Client Growth & Financial Planning

PNC; Philadelphia (Philadelphia County); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Dental & vision insurance

Life insurance

401(k) match

Pension and stock purchase plans

Paid holidays

Job summary

PNC Wealth Management is seeking a Financial Advisor based in Somerton, Philadelphia, to guide clients on investments and insurance strategies and develop comprehensive financial plans. You will own the client experience, grow the book of business, and collaborate with branch staff to maximize referrals.

The role emphasizes in-person client engagement, regulatory compliance, and cross-functional teamwork to deliver trusted financial guidance and exceptional service to clients in the Philadelphia

Qualifications

• Bachelor's degree required; 2+ years of relevant experience typical for role.
• FINRA Series 7 and 66 (or 63,65) required; Life and Health Insurance required.
• No sponsorship for employment visas; STEM OPT not available for this position.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain an investment and insurance book of business; own client experience and referrals.
• Acquire, expand and maintain client relationships through networking and business development.
• Develops and implements investment and insurance strategies; present sound financial recommendations.
• Coach and educate branch staff and partners to identify investment opportunities and drive referrals.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Education

Bachelor's

Job description

PNC Wealth Management is seeking a Financial Advisor based in Somerton, Philadelphia, to guide clients on investments and insurance strategies and develop comprehensive financial plans. You will own the client experience, grow the book of business, and collaborate with branch staff to maximize referrals.

The role emphasizes in-person client engagement, regulatory compliance, and cross-functional teamwork to deliver trusted financial guidance and exceptional service to clients in the Philadelphia