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Financial Advisor - PNC Wealth Management

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

Job Detail

  • location_on
    Location Pittsburgh, Pennsylvania, 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 be responsible for managing an assigned book of business and consulting on investment and insurance strategies for clients. This role involves fostering strong client relationships, providing customized financial solutions, and collaborating with branch staff to drive investment education and results.

Key responsibilities

  • Consult on investment and insurance strategies for clients
  • Grow and retain an investment and insurance book of business
  • Own the client experience and efficiently handle sales and service
  • Acquire, expand, and maintain client relationships through business development
  • Develop and implement financial plans based on client objectives
  • Monitor financial plans and recommend changes as necessary
  • Coach and educate branch staff on identifying investment opportunities
  • Lead the branch team to achieve investment results
  • Communicate effectively with internal and external partners

Required skills

  • Client Relationship Management
  • Investment Strategies
  • Financial Planning
  • Sales Development
  • Coaching Others
  • Customer Experience Management
  • FINRA Series 7 and 66 (or 63, 65)
  • Life and Health Insurance
  • University/college degree or equivalent experience
  • 2+ years of relevant professional experience

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 vacations and holidays
  • Educational assistance with select programs fully paid
  • Robust 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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