Wealth Advisor: Grow Client Wealth & Plans

Fairygodboss; Uniontown (Fayette County); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Dental and vision options

Life insurance (employee/spouse/child)

Disability coverage (short & long‑term

401(k) with company match

Educational assistance

Job summary

PNC Wealth Management is seeking a Wealth Advisor to consult on investment and insurance strategies, develop financial plans, and manage client relationships in the Greater Philadelphia area. The advisor will drive referrals, coach partners, and ensure compliance with laws and internal guidelines.

Candidates typically have a bachelor’s degree and FINRA licenses (7 and 66 or 63/65) plus life and health insurance credentials. A comprehensive benefits package is offered.

Qualifications

• Requires university degree; Certifications often desired.
• FINRA Series 7 and 66 (or 63,65) required.
• Life and Health Insurance required.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Acquires, expands, and maintains client relationships through business development and networking.
• Develops and implements investment and insurance strategies and presents sound financial recommendations.
• Coaches internal partners to identify investment opportunities and drives referral activity.
• Meets service level agreements and adheres to laws, regulations, and policies.

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 Wealth Advisor to consult on investment and insurance strategies, develop financial plans, and manage client relationships in the Greater Philadelphia area. The advisor will drive referrals, coach partners, and ensure compliance with laws and internal guidelines.

Candidates typically have a bachelor’s degree and FINRA licenses (7 and 66 or 63/65) plus life and health insurance credentials. A comprehensive benefits package is offered.