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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 Pittsburgh, Pennsylvania, 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

The Financial Advisor role at PNC Wealth Management involves working collaboratively with bank branches to manage an assigned book of business, providing advice and strategic financial planning to clients. Advisors are responsible for developing and implementing investment and insurance strategies, growing client relationships, and ensuring a high level of client satisfaction.

Key responsibilities

  • Consult on investment and insurance strategies for clients
  • Grow and retain an investment and insurance book of business
  • Own and enhance the client experience through effective sales and service
  • Acquire, expand, and maintain client relationships through business development
  • Develop and implement personalized financial plans based on clients' needs
  • Monitor financial plans and recommend necessary changes
  • Coach and educate branch staff to identify investment opportunities
  • Lead branch team in achieving investment results
  • Communicate regularly with internal and external partners to build strong relationships
  • Adhere to applicable laws, regulations, and policies

Required skills

  • Knowledge of investment strategies
  • Client relationship management
  • Financial planning and analysis
  • Business development
  • Sales skills
  • Team collaboration
  • FINRA Series 7 and 66 (or 63, 65) licenses
  • Life and Health Insurance certification
  • Effective communication and interpersonal skills

What the company offers

  • Comprehensive range of benefits including medical, dental, and vision coverage
  • 401(k) with PNC match, pension, and stock purchase plans
  • Short and long-term disability protection
  • Educational assistance with select programs fully paid
  • Robust wellness program with financial incentives
  • Paid time off including maternity leave, holidays, and vacation days

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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