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Financial Advisor - PNC Wealth Management

Date Posted: Jun 27, 2026
Yearly: USD - USD
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Job Detail

  • location_on
    Location Toledo, Ohio, 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 26, 2026
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Job Description

Overview

As a Financial Advisor within PNC Wealth Management, you will be based in Toledo, OH, where you will consult on investment and insurance strategies, and develop financial plans for clients. This role involves managing client relationships, executing sales opportunities, and guiding clients in meeting their financial goals through a comprehensive and collaborative approach.

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 the client experience by handling sales and service efficiently.
  • Acquire, expand, and maintain client relationships through business development.
  • Educate branch staff and internal partners to identify investment opportunities.
  • Monitor financial plans and recommend changes as needed.
  • Communicate regularly with internal and external partners to drive referrals.
  • Adhere to all applicable laws, regulations, policies, and guidelines.

Required skills

  • Client Prospecting
  • Client Relationship Management
  • Financial Planning
  • Investment Strategies
  • Market Analysis
  • Sales Tasks and Activities
  • Communication
  • Interpersonal Skills
  • Managing Multiple Priorities
  • FINRA Series 7 and 66 (or 63, 65)
  • Life and Health Insurance

What the company offers

  • Comprehensive benefits including medical, dental, and vision options.
  • 401(k) plan with company match.
  • Paid time off including maternity/parental leave and vacation days.
  • Educational assistance for select programs fully paid.
  • Robust wellness program with financial incentives.

Skills Required

Company Overview

PNC Financial Services Group
Red Bank, New Jersey, United States of America
114 Current Jobs Openings

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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