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Financial Advisor - PNC Wealth Management

Date Posted: Jun 24, 2026
Yearly: USD - USD

Job Detail

  • location_on
    Location San Sebastian, Florida, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Sep 22, 2026

Job Description

Overview

As a Financial Advisor within PNC Wealth Management, you will play a vital role in helping clients achieve their savings, investing, and retirement goals. You will work in a highly collaborative environment within a bank branch, where you will consult on investment and insurance strategies while managing an assigned book of business. This position emphasizes a strong client experience and teamwork, supported by robust training and technology.

Key responsibilities

  • Consult on investment and insurance strategies and develop financial plans for clients.
  • Grow and retain an investment and insurance book of business.
  • Own and enhance the client experience through efficient sales and service.
  • Acquire and maintain client relationships through business development and networking.
  • Monitor and adjust financial plans based on client needs.
  • Educate branch staff and drive investment visibility and opportunities.
  • Communicate regularly with internal business partners to drive referral activity.
  • Meet service level agreements on lead and referral follow-up.

Required skills

  • Client Relationship Management
  • Financial Analysis
  • Investment Strategies
  • Insurance Services
  • Sales
  • Communication Skills
  • Coaching and Education
  • Bachelor's degree or equivalent experience
  • FINRA Series 7 and 66 (or 63, 65) licenses
  • Life and Health Insurance license

What the company offers

  • Comprehensive range of benefits including medical, dental, and vision coverage
  • 401(k) with PNC match, pension and stock purchase plans
  • Paid time off including maternity and parental leave, up to 11 holidays, and vacation days
  • Educational assistance with select programs fully paid
  • Wellness program with financial incentives

Skills Required

Company Overview

Red Bank, New Jersey, United States of America

PNC Financial Services Group is committed to delivering an exceptional experience for its customers and fostering an inclusive workplace culture. The company emphasizes the importance of its employees as a competitive advantage in the financial marke... Read More

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