Financial Advisor

PNC

Financial Advisor developing investment and insurance strategies for clients at PNC Wealth Management. Consults on financial planning while fostering client relationships in a collaborative banking environment.

Posted 4/14/2026full-timeDayton • Ohio • 🇺🇸 United StatesJuniorMid-Level💰 $45,000 - $64,300 per yearWebsite

About the role

Key responsibilities & impact

Consults on investment and insurance strategies, as well as the development of financial plans for clients
Grows and retains an investment and insurance book of business
Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate
Acquires, expands and maintains client relationships through business development and client networking
Grows client loyalty and share of wallet through an exceptional client experience
Applies product and procedural knowledge to solve client problems appropriately and efficiently
Develops and implements investment and insurance strategies for clients
Determines the best products to support such strategies
Presents sound financial recommendations and guidance to clients
Establishes individual financial plans based on client financial needs and objectives
Monitors financial plans and recommends changes as needed
Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities
Drives investment education and visibility among branch staff
In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results
Shows urgency with activities and leads by example
Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity
Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management
Meets service level agreements on lead and referral follow up
Adheres to all applicable laws, regulations, policies and guidelines.

Requirements

What you’ll need

2+ years of relevant professional experience
university/college degree, with a comparable combination of education, job specific certification(s), and experience (including military service) may be considered
client prospecting
client relationship building
credit risk analysis
customer engagement
financial analysis
financial modeling
investment banking
public speaking
relationship building
sales tasks and activities
coaching others
customer experience management
effective communications
interpersonal relationships
managing multiple priorities
prospecting
selling

Benefits

Comp & perks

medical/prescription drug coverage (with a Health Savings Account feature)
dental and vision options
employee and spouse/child life insurance
short and long-term disability protection
401(k) with PNC match
pension and stock purchase plans
dependent care reimbursement account
back-up child/elder care
adoption, surrogacy, and doula reimbursement
educational assistance, including select programs fully paid
a robust wellness program with financial incentives
maternity and/or parental leave
up to 11 paid holidays each year
9 occasional absence days each year, unless otherwise required by law
between 15 to 25 vacation days each year, depending on career level; and years of service.

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial analysisfinancial modelingcredit risk analysisinvestment bankingclient prospectingsales taskscustomer engagementcoachingclient relationship buildingcustomer experience management

Soft Skills

effective communicationinterpersonal relationshipsrelationship buildingmanaging multiple prioritiespublic speakingclient loyaltybusiness developmenturgencyteam leadershipclient networking