Financial Advisor

PNC

Financial Advisor managing investment and insurance strategies within PNC Wealth Management. Collaborating with business partners to enhance client relationships and achieve financial goals.

Posted 6/11/2026full-timeConshohocken • Pennsylvania • 🇺🇸 United StatesJuniorMid-LevelWebsite

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
Monitors financial plans and recommends changes as needed
Leads the branch team on actions to achieve investment results

Requirements

What you’ll need

2+ years of relevant professional experience
Bachelor's degree in Finance, Business Administration, or a related field
FINRA Series 7 and 66 (or 63,65) required
Life and Health Insurance required
Client Prospecting
Client Relationship Building
Credit Risk Analysis
Customer Engagement
Financial Analysis
Financial Modeling
Investment Banking
Public Speaking
Relationship Management
Coaching Others
Customer Experience Management
Customer Retention
Effective Communications
Interpersonal Relationships
Managing Multiple Priorities
Sales Tasks And Activities
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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Financial AnalysisFinancial ModelingCredit Risk AnalysisInvestment BankingClient ProspectingSales TasksInsurance StrategiesInvestment StrategiesClient Relationship ManagementCustomer Experience Management

Soft Skills

Effective CommunicationsInterpersonal RelationshipsCoaching OthersPublic SpeakingManaging Multiple PrioritiesCustomer EngagementClient LoyaltyRelationship ManagementCustomer RetentionBusiness Development

Certifications

FINRA Series 7FINRA Series 66Life InsuranceHealth Insurance