Wealth Management Advisor: Client-Focused Planning

PNC Financial Services Group, Inc.; Dillsburg (York County); On-site; USD 65,000 - 110,000; Full time

Benefits offered by this job

Medical benefits

401(k) with match

Paid time off

Wellness program

Job summary

PNC Wealth Management seeks a Financial Advisor to consult on investment and insurance strategies, build and retain a book of business, and own the client experience. You will work with branch staff to develop opportunities and deliver holistic financial plans for clients in the West Manchester, York, PA area.

The role emphasizes team collaboration, ongoing education, and adherence to laws and guidelines. FINRA licenses and Life/Health insurance are required.

Qualifications

• Bachelor's degree required.
• 2+ years of relevant professional experience.
• FINRA Series 7 and 66 required, Life and Health Insurance required.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Acquires and expands client relationships through business development and networking.
• Develops and implements investment and insurance strategies; presents recommendations.
• Coaches branch staff to identify investment opportunities and improve referrals.
• Meets with management to review results and maintain SLA adherence.

Skills

Client Prospecting

Client Relationship Building

Public Speaking

Relationship Management

Education

Bachelor's degree

Job description

PNC Wealth Management seeks a Financial Advisor to consult on investment and insurance strategies, build and retain a book of business, and own the client experience. You will work with branch staff to develop opportunities and deliver holistic financial plans for clients in the West Manchester, York, PA area.

The role emphasizes team collaboration, ongoing education, and adherence to laws and guidelines. FINRA licenses and Life/Health insurance are required.