Wealth Management Advisor - Financial Planning

PNC Financial Services Group, Inc.; Pittsburgh (Allegheny County); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

401(k) with PNC match

Paid time off including parental leave

Job summary

PNC Financial Services Group, Inc. is seeking Financial Advisors who will work collaboratively across bank branches, manage a book of business, and provide clients with personalized investment strategies. The ideal candidate holds a bachelor's degree and relevant licenses, with at least 2 years of experience.

With a robust training program and a culture that promotes teamwork, this role includes consulting on financial plans and building lasting relationships with clients. Comprehensive benefits such as medical, dental, and 401(k) match are provided.

Qualifications

• Preferred skills include client relationship building and financial analysis.
• 2+ years of relevant professional experience is required.
• Licenses include FINRA Series 7 and 66, along with Life and Health Insurance.

Responsibilities

• Consult on investment and insurance strategies.
• Acquire and maintain client relationships through networking.
• Present financial recommendations to clients.

Skills

Client Prospecting

Client Relationship Building

Sales Tasks and Activities

Relationship Management

Effective Communications

Financial Analysis

Education

Bachelor’s degree

Tools

FINRA Series 7

FINRA Series 66

Job description

PNC Financial Services Group, Inc. is seeking Financial Advisors who will work collaboratively across bank branches, manage a book of business, and provide clients with personalized investment strategies. The ideal candidate holds a bachelor's degree and relevant licenses, with at least 2 years of experience.

With a robust training program and a culture that promotes teamwork, this role includes consulting on financial plans and building lasting relationships with clients. Comprehensive benefits such as medical, dental, and 401(k) match are provided.