Financial Advisor

PNC

Financial Advisor assisting clients within PNC Wealth Management, focusing on investment and insurance strategies. Collaborating and managing client relationships while providing holistic financial solutions.

Posted 7/23/2026full-timeYork • Pennsylvania • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing and implementing investment and insurance strategies while maintaining strong client relationships. Proficient in financial analysis, client prospecting, and coaching staff to enhance the client experience.

Highest-signal resume keywords

FINRA Series 7FINRA Series 66Life InsuranceHealth InsuranceClient Relationship Building

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisFinancial ModelingCredit Risk AnalysisInvestment Banking

Soft Skills

Public SpeakingRelationship ManagementCustomer Engagement

Certifications & Qualifications

FINRA Series 7FINRA Series 66Life InsuranceHealth Insurance

Industry Keywords

Investment StrategiesInsurance StrategiesClient ProspectingClient ExperienceRelationship Building

About the role

Key responsibilities & impact

Consults on investment and insurance strategies
Grows and retains an investment and insurance book of business
Owns the client experience
Acquires, expands and maintains client relationships
Develops and implements investment and insurance strategies for clients
Monitors financial plans and recommends changes as needed
Coaches and educates branch staff and internal business partners

Requirements

What you’ll need

2+ years of relevant professional experience
university / college degree or comparable combination of education and experience
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 Building
Relationship Management

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