Financial Advisor - PNC Wealth Management

Job overview

The Financial Advisor - PNC Wealth Management is an onsite role based in Charlotte, NC. Compensation is not specified for this position, which supports the PNC Wealth Management division by providing personalized financial planning and investment strategies to clients. This role exists to manage an assigned book of business and drive client loyalty through holistic financial advice. The advisor collaborates with branch partners to identify investment opportunities and deliver exceptional service, ensuring clients meet their savings, investing, and retirement goals.

What you'll do

• Consults on investment and insurance strategies, develops financial plans, acquires and maintains client relationships, coaches branch staff on investment opportunities, and reviews business results with management.

What we're looking for

Skills & competencies

full-time

day shift

charlotte nc

financial advisor

wealth management

banking

investment planning

client relations

series 7

series 66

onsite

no visa sponsorship

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, vision, 401(k) with match, pension, stock purchase plan, paid time off, and wellness program.

Why this role

Robust training program, administrative support, and state-of-the-art technology.

About the employer

PNC Financial Services Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.