Wealth Advisor: Investment & Planning in-Branch

PNC Financial Services Group, Inc.; Western Springs (IL); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Educational assistance

Wellness program

Paid time off

Job summary

PNC Financial Services Group, Inc. in Western Springs, IL is seeking a Financial Advisor within Wealth Management. You will consult on investment and insurance strategies, develop financial plans, and manage an assigned book of business.

You’ll work at a branch, collaborating with teammates to deliver personalized solutions to clients. The role emphasizes building client relationships, expanding the book, and advocating for education and referrals.

Qualifications

• Bachelor's degree with 2+ years of relevant experience.
• FINRA Series 7 and 66 licenses required; Life and Health Insurance licenses preferred.
• Strong prospecting, networking and client service skills.

Responsibilities

• Consult on investment and insurance strategies and financial plans.
• Grow and retain an investment and insurance book of business.
• Develop client relationships and coordinate with internal partners.
• Coach branch staff to identify investment opportunities and drive referrals.

Skills

Client Prospecting

Client Relationship Building

Financial Analysis

Financial Modeling

Public Speaking

Interpersonal Relationships

Education

Bachelor's degree

FINRA Series 7 and 66

Life and Health Insurance Licenses

Job description

PNC Financial Services Group, Inc. in Western Springs, IL is seeking a Financial Advisor within Wealth Management. You will consult on investment and insurance strategies, develop financial plans, and manage an assigned book of business.

You’ll work at a branch, collaborating with teammates to deliver personalized solutions to clients. The role emphasizes building client relationships, expanding the book, and advocating for education and referrals.