Wealth Management Financial Advisor | Client Growth & Planning

PNC; Pottstown (Montgomery County); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Medical/Prescription Drug Coverage

401(k) with PNC match

Short and Long-term Disability Protection

Paid Time Off including Holidays

Educational Assistance

Job summary

PNC is seeking a Financial Advisor based in Pottstown, PA. You will be responsible for consulting on investment and insurance strategies, growing client relationships, and developing financial plans tailored to client needs.

Ideal candidates will have relevant experience, skills in client relationship building, and the necessary certifications including FINRA Series 7. PNC offers comprehensive benefits including medical coverage, retirement plans, and paid time off.

Qualifications

• 2+ years of relevant professional experience or a university/college degree.
• Existing licenses for FINRA Series 7 and 66 (or 63, 65) required.

Responsibilities

• Consults on investment strategies and financial plans.
• Grows and retains investment and insurance book of business.
• Develops financial plans based on client objectives.
• Coaches branch staff on identifying investment opportunities.
• Meets service level agreements on lead and referral follow-up.

Skills

Customer Focused

Managing Risk

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Education

Bachelors Degree

Tools

FINRA Series 7

FINRA Series 66

Life and Health Insurance

Job description

PNC is seeking a Financial Advisor based in Pottstown, PA. You will be responsible for consulting on investment and insurance strategies, growing client relationships, and developing financial plans tailored to client needs.

Ideal candidates will have relevant experience, skills in client relationship building, and the necessary certifications including FINRA Series 7. PNC offers comprehensive benefits including medical coverage, retirement plans, and paid time off.