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Financial Advisor - PNC Wealth Management

Date Posted: Jun 28, 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 26, 2026

Job Description

Overview

As a Financial Advisor within PNC Wealth Management, you will work at a bank branch, managing an assigned book of business and executing advice and planning strategies to help clients meet their savings, investing, and retirement goals. This role emphasizes collaboration, providing individualized client experiences, and leveraging a robust training program and state-of-the-art technology to enhance your career.

Key responsibilities

  • Consult on investment and insurance strategies and financial planning for clients
  • Grow and retain an investment and insurance book of business
  • Own the client experience, efficiently handle sales and service, and identify or execute sales opportunities
  • Acquire, expand, and maintain client relationships through business development and networking
  • Develop and implement tailored investment and insurance strategies for clients
  • Monitor financial plans and recommend changes as needed
  • Coach and educate branch staff on identifying investment opportunities
  • Maintain effective communication with internal and external partners to foster strong relationships
  • Adhere to applicable laws, regulations, policies, and guidelines

Required skills

  • Banking & Financial Services
  • Investment Strategies
  • Client Management
  • Financial Planning
  • Insurance Sales
  • Sales Management
  • Customer Service
  • Client Prospecting
  • Credit Risk Analysis
  • Customer Engagement
  • Financial Analysis
  • Financial Modeling
  • Public Speaking
  • Relationship Management
  • Interpersonal Relationships

What the company offers

  • Comprehensive range of benefits including medical, dental, and vision coverage
  • 401(k) with PNC match, pension, and stock purchase plans
  • Educational assistance and wellness programs with financial incentives
  • Paid time off including maternity, parental leave, and vacation days

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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