One million success stories. Start yours today.

Financial Advisor - PNC Wealth Management

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

Job Detail

  • location_on
    Location Berea, Ohio, 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, you will be integral to delivering personalized financial solutions to clients while collaborating with a team dedicated to their success. This role involves managing a book of business within a supportive, inclusive culture, ensuring clients meet their financial goals through investment and insurance strategies.

Key responsibilities

  • Consult on investment and insurance strategies for clients
  • Grow and retain a client book of business
  • Own the client experience and handle sales and service efficiently
  • Develop and implement financial plans based on client needs
  • Coach branch staff and partners on investment opportunities
  • Monitor and recommend changes to financial plans as needed
  • Communicate regularly with internal business partners to build relationships

Required skills

  • Financial Planning
  • Client Relationship Management
  • Investment Strategies
  • Sales Management
  • Team Collaboration
  • FINRA Series 7 and 66 (or 63, 65)
  • Life and Health Insurance
  • Customer Engagement
  • Financial Analysis

What the company offers

  • Medical/prescription drug coverage
  • Dental and vision options
  • 401(k) with PNC match
  • Pension and stock purchase plans
  • Educational assistance
  • Maternity and parental leave
  • Paid 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

Google Map

Related Jobs