Wealth Management Advisor

Fairygodboss; Erie (Erie County); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Dental and vision

401(k) with match

Educational assistance

Wellness program

Paid time off

Job summary

PNC Wealth Management seeks a Financial Advisor based in Erie, PA at the Kearsarge branch to lead investment and insurance planning for clients. You will manage a book of business, deliver personalized solutions, and collaborate with branch teams to drive referrals and client satisfaction.

The role requires a university degree, 2+ years of experience, and FINRA licenses plus Life/Health Insurance credentials. Strong communication and relationship-building skills are essential.

Qualifications

• University degree and 2+ years of relevant professional experience.
• FINRA Series 7 and 66 required (or 63, 65) and Life/Health Insurance required.
• Knowledge of investment and insurance planning concepts.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans.
• Grow and retain investment and insurance book of business.
• Acquire and expand client relationships through networking.
• Coach branch staff to identify investment opportunities and drive referrals.
• Meet with management to review results and maintain service levels.

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 seeks a Financial Advisor based in Erie, PA at the Kearsarge branch to lead investment and insurance planning for clients. You will manage a book of business, deliver personalized solutions, and collaborate with branch teams to drive referrals and client satisfaction.

The role requires a university degree, 2+ years of experience, and FINRA licenses plus Life/Health Insurance credentials. Strong communication and relationship-building skills are essential.