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Financial Advisor - PNC Wealth Management

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

Job Detail

  • location_on
    Location Gurnee, Illinois, 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 based in Gurnee, IL, you will manage an assigned book of business while consulting on investment and insurance strategies to help clients achieve their financial goals. This role emphasizes a collaborative approach, focusing on client experience and teamwork within the branch network.

Key responsibilities

  • Consults on investment and insurance strategies and develops financial plans for clients
  • Grows and retains an investment and insurance book of business
  • Owns the client experience and efficiently handles sales and service
  • Acquires and maintains client relationships through networking and business development
  • Develops and implements investment and insurance strategies for clients
  • Presents sound financial recommendations and monitors financial plans
  • Coaches and educates branch staff to identify investment opportunities
  • Regularly communicates with internal and external partners to drive referral activity
  • Adheres to all applicable laws, regulations, policies and guidelines

Required skills

  • Client Relationship Management
  • Financial Planning
  • Investment Strategies
  • Sales
  • Business Development
  • Customer Service
  • Team Collaboration
  • FINRA Series 7 and 66 (or 63,65) required
  • Life and Health Insurance required
  • 2+ years of relevant professional experience
  • Bachelor's degree or equivalent combination of education and 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
  • Educational assistance and wellness program with financial incentives
  • Paid time off including maternity and parental leave, holidays, 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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