Wealth Management Advisor – Client Growth

PNC; York (York County); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Pension

Stock purchase plan

Wellness program

Job summary

PNC Financial Services Group, Inc. seeks a Financial Advisor for PNC Wealth Management at the West Manchester/York, PA location. You will manage an assigned client book, offering holistic financial planning and investment guidance within a collaborative branch network.

The role emphasizes servicing and growing client relationships, delivering tailored strategies, and referring opportunities to internal partners while adhering to regulatory requirements.

Qualifications

• University/college degree required; 2+ years of relevant professional experience.
• FINRA Series 7 and 66 required; Life and Health Insurance required.
• Bachelor's degree is required for this role.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and maintains an investment and insurance book of business.
• Expands client relationships through business development and networking.

Skills

Client Prospecting

Client Relationship Building

Financial Analysis

Public Speaking

Relationship Management

Education

Bachelor's degree

Job description

PNC Financial Services Group, Inc. seeks a Financial Advisor for PNC Wealth Management at the West Manchester/York, PA location. You will manage an assigned client book, offering holistic financial planning and investment guidance within a collaborative branch network.

The role emphasizes servicing and growing client relationships, delivering tailored strategies, and referring opportunities to internal partners while adhering to regulatory requirements.