Financial Advisor

PNC

Financial Advisor helping clients meet their investment, savings, and retirement goals at PNC Wealth Management. Collaborating with branch teams and developing tailored financial solutions.

Posted 6/12/2026full-timeParma • 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.
Drives investment education and visibility among branch staff.
Regularly meets with branch manager and other internal business partners to communicate and review business results.

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

Credit Risk AnalysisFinancial AnalysisFinancial ModelingInvestment Banking

Soft Skills

Client ProspectingClient Relationship BuildingCustomer EngagementPublic SpeakingRelationship BuildingRelationship Management

Certifications

FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65Life and Health Insurance