Wealth Advisor: Personal Investment & Planning Expert

PNC Financial Services Group; Pottstown (Montgomery County); On-site; USD 70,000 - 100,000; Full time

Job summary

PNC Financial Services Group is seeking an experienced Financial Advisor in Wealth Management, based in East End, Pottstown, PA. The role focuses on building client relationships, delivering holistic financial plans, and growing a book of business across investment and insurance solutions.

You will collaborate with branch teams, provide personalized advice, and participate in ongoing training and development while adhering to regulatory requirements.

Qualifications

• Bachelor’s degree required or equivalent mix of education and experience.
• FINRA Series 7 and 66 (or 63,65) required; Life and Health Insurance licenses required.
• Strong client development, financial planning and regulatory compliance understanding.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain an investment and insurance book of business and manage client experience.
• Acquire and expand client relationships through networking and referrals.
• Develop and implement investment strategies and present sound recommendations.
• Coach branch staff 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

Bachelors

Job description

PNC Financial Services Group is seeking an experienced Financial Advisor in Wealth Management, based in East End, Pottstown, PA. The role focuses on building client relationships, delivering holistic financial plans, and growing a book of business across investment and insurance solutions.

You will collaborate with branch teams, provide personalized advice, and participate in ongoing training and development while adhering to regulatory requirements.