Wealth Advisor: Strategic Planning & Client Growth

PNC; Erie (Erie County); On-site; USD 65,000 - 105,000; Full time

Benefits offered by this job

Health benefits

401(k) with match

Paid time off

Job summary

PNC Wealth Management in Erie, PA seeks a Financial Advisor to manage an assigned book of business, develop personalized investment and insurance plans, and grow client relationships. You will work with branch partners to deliver comprehensive financial solutions and maintain strong client satisfaction.

The role requires FINRA Series 7 and 66 licenses, life and health insurance, and a bachelor9s degree with 2+ years of experience in financial services.

Qualifications

• Roles typically require a university degree with 2+ years of relevant professional experience.
• FINRA Series 7 and 66 (or 63,65) required.
• Life and Health Insurance required.

Responsibilities

• Consults on investment and insurance strategies, as well as the development of financial plans for clients.
• Acquires, expands and maintains client relationships through business development and client networking.
• Develops and implements investment and insurance strategies for clients.
• Actively coaches and educates branch staff to identify investment opportunities and drive referrals.
• Meets with branch manager and internal partners to review business results and pipeline management.

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 in Erie, PA seeks a Financial Advisor to manage an assigned book of business, develop personalized investment and insurance plans, and grow client relationships. You will work with branch partners to deliver comprehensive financial solutions and maintain strong client satisfaction.

The role requires FINRA Series 7 and 66 licenses, life and health insurance, and a bachelor9s degree with 2+ years of experience in financial services.