Financial Advisor

PNC

Financial Advisor at PNC Wealth Management managing investment and insurance strategies while consulting clients for their financial plans. Grows client relationships and provides exceptional customer experience.

Posted 6/11/2026full-timeToledo • Ohio • 🇺🇸 United StatesJuniorMid-Level💰 $75,000 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.

Requirements

What you’ll need

2+ years of relevant professional experience
Client Prospecting
Client Relationship Building
Credit Risk Analysis
Customer Engagement
Financial Analysis
Financial Modeling
Investment Banking
Public Speaking
Relationship Building
Relationship Management
FINRA Series 7 and 66 (or 63,65) required
Life and Health Insurance required
Bachelor’s degree

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Financial AnalysisFinancial ModelingCredit Risk AnalysisInvestment BankingClient ProspectingClient Relationship BuildingCustomer Engagement

Soft Skills

Public SpeakingRelationship BuildingRelationship Management

Certifications

FINRA Series 7FINRA Series 66Life and Health Insurance