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Financial Advisor - PNC Wealth Management

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

Job Detail

  • location_on
    Location Phoenix, Arizona, 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 at PNC Wealth Management in Phoenix, AZ, you will manage an assigned book of business and work closely with clients to help them achieve their financial goals through personalized investment and insurance strategies. This role emphasizes teamwork and collaboration across branches to enhance the client experience and promote a culture of shared success.

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, expand, and maintain client relationships through business development.
  • Coach and educate branch staff to identify investment opportunities.
  • Present sound financial recommendations and guidance to clients.
  • Monitor financial plans and recommend changes as necessary.
  • Communicate regularly with internal and external partners to build strong relationships.

Required skills

  • Client Prospecting
  • Client Relationship Management
  • Financial Planning
  • Sales and Service
  • Networking
  • Investment Strategies
  • Banking & Financial Services
  • Team Collaboration
  • Knowledge of compliance regulations
  • FINRA Series 7 and 66 (or 63, 65)
  • Life and Health Insurance

What the company offers

  • Comprehensive medical, dental, and vision coverage
  • 401(k) with match, pension, and stock purchase plans
  • Paid time off including maternity leave, 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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