Wealth Management Advisor

PNC Financial Services Group, Inc.; Edinboro (Erie County); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Health benefits and Wellness programs

401(k) with company match

Paid time off / holidays

Job summary

PNC Financial Services Group, Inc. in Edinboro, PA is seeking a Financial Solutions Advisor within Wealth Management to consult on investment and insurance strategies and develop financial plans for clients.

The role focuses on growing a client base, owning the client experience, and collaborating with branch staff to identify opportunities and referrals. In-office position with competitive benefits and compliance with regulatory requirements.

Qualifications

• Associates degree or higher; relevant certifications may be considered in lieu of degree.
• FINRA Series 7 and 66 licenses required (or equivalent).
• Life and Health Insurance licenses required.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans.
• Grows and retains an investment and insurance book of business.
• Owns the client experience, managing sales, service, referrals, and partner relationships.
• Coaches branch staff to identify investment opportunities and drive referrals.
• Builds relationships through branch-based development and outbound calls.

Skills

Customer focus

Relationship building

Sales skills

Effective communication

Prospecting

Time management

Education

Associates

Tools

CRM system

Job description

PNC Financial Services Group, Inc. in Edinboro, PA is seeking a Financial Solutions Advisor within Wealth Management to consult on investment and insurance strategies and develop financial plans for clients.

The role focuses on growing a client base, owning the client experience, and collaborating with branch staff to identify opportunities and referrals. In-office position with competitive benefits and compliance with regulatory requirements.