Financial Advisor - PNC Wealth Management

Job overview

The Financial Advisor is an onsite role based in Menomonee Falls, WI, within the PNC Wealth Management division. Compensation is not specified for this position, which focuses on delivering personalized financial planning and investment strategies to clients. This role exists to grow and retain an assigned book of business by providing holistic financial advice and building strong client relationships. The advisor collaborates with branch partners to identify investment opportunities and ensure clients meet their long-term savings and retirement goals.

What you'll do

• Consult on investment and insurance strategies
• develop financial plans
• acquire and maintain client relationships
• coach branch staff on investment opportunities
• monitor and adjust financial plans based on client needs.

What we're looking for

Skills & competencies

full-time

menomonee falls wi

financial advisor

wealth management

banking

client relations

investment strategy

financial planning

series 7

series 66

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, vision, 401(k) with match, pension, and wellness program.

Why this role

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

About the employer

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