Wealth Advisor - Client Growth & In-Branch Impact

PNC Financial Services Group, Inc.; Mountain Brook (AL); Hybrid; USD 60,000 - 110,000; Full time

Benefits offered by this job

Health Savings Account (HSA)

401(k) with company match

Life Insurance

Paid holidays

Job summary

PNC Financial Services Group, Inc. in Birmingham, AL at the Crestline Branch, is seeking a Financial Advisor within PNC Wealth Management. This role focuses on investment and insurance strategies, client planning, and delivering a differentiated client experience.

You will grow your book of business, collaborate with branch teams, and coach colleagues to drive results while maintaining regulatory and compliance standards.

Qualifications

• Bachelor's degree; FINRA Series 7 and 66 licenses required (or 63/65)
• Life and Health Insurance licenses required
• 2+ years of relevant professional experience; degree or equivalent
• Strong prospecting and relationship-building skills essential

Responsibilities

• Consult on investment and insurance strategies and develop client financial plans.
• Grow and retain investment and insurance book of business.
• Own the client experience, handle sales and service; identify opportunities.
• Coach and educate branch staff to drive investment opportunities and lead pipeline development.
• Regularly review results with branch manager and manage referral activity.

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 degree

Job description

PNC Financial Services Group, Inc. in Birmingham, AL at the Crestline Branch, is seeking a Financial Advisor within PNC Wealth Management. This role focuses on investment and insurance strategies, client planning, and delivering a differentiated client experience.

You will grow your book of business, collaborate with branch teams, and coach colleagues to drive results while maintaining regulatory and compliance standards.