Wealth Management Financial Advisor — Client Growth

PNC Financial Services Group, Inc.; East End (PA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Healthcare Benefits

401(k) withmatch

Job summary

PNC Wealth Management is seeking a Financial Advisor to base in East End, Pottstown, PA. The role focuses on providing investment and insurance guidance, building client relationships, and managing a defined book of business within a collaborative branch network.

You will deliver personalized financial plans, discuss strategies, and coordinate with internal partners to meet client goals, with a strong emphasis on compliance and service excellence.

Qualifications

• Roles typically require a university degree with 2+ years of relevant professional experience.
• FINRA Series 7 and 66 (or 63,65) required; Life and Health Insurance required.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and retains an investment and insurance book of business.
• Manages client relationships and drives referrals to internal partners.

Skills

Client Prospecting

Client Relationship Building

Financial Analysis

Public Speaking

Relationship Management

Sales Tasks

Selling

Education

Bachelors

Job description

PNC Wealth Management is seeking a Financial Advisor to base in East End, Pottstown, PA. The role focuses on providing investment and insurance guidance, building client relationships, and managing a defined book of business within a collaborative branch network.

You will deliver personalized financial plans, discuss strategies, and coordinate with internal partners to meet client goals, with a strong emphasis on compliance and service excellence.