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Financial Advisor - PNC Wealth Management

Date Posted: Jun 28, 2026
Yearly: USD - USD
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Job Detail

  • location_on
    Location Warminster, Pennsylvania, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
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    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 work closely with clients to help them achieve their savings, investing, and retirement goals. Based in Warminster, Pennsylvania, you will manage an assigned book of business while leveraging a collaborative team environment to deliver personalized financial solutions.

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 efficiently handling sales and service.
  • Acquire and maintain client relationships through business development.
  • Educate branch staff on identifying investment opportunities.
  • Monitor and recommend changes to individual financial plans.

Required skills

  • Client Relationship Management
  • Financial Planning
  • Investment Advisory
  • Business Development
  • Sales
  • Life and Health Insurance licensure
  • FINRA Series 7 and 66 (or 63, 65) certification
  • Customer Service

What the company offers

  • Comprehensive 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.
  • Educational assistance, including 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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