Financial Advisor - PNC Wealth Management

Financial Advisor | Chicago, IL, United States | On-site

We are seeking a dedicated Financial Advisor to join a leading financial institution committed to fostering an inclusive workplace and delivering exceptional client experiences. This role is integral to helping clients achieve their financial goals through expert guidance and personalized solutions.

The Role

• Consult on investment and insurance strategies and develop comprehensive financial plans for clients.
• Grow and retain an assigned book of business through proactive sales and exceptional service.
• Acquire, expand, and maintain client relationships through business development and networking.
• Develop and implement tailored investment and insurance strategies, presenting sound financial recommendations.
• Actively coach and educate branch staff and partners to identify and drive investment opportunities.
• Collaborate with internal partners to communicate business results and manage pipeline effectively.

What You'll Need

• Bachelor's degree or equivalent combination of education, certifications, and experience.
• 2+ years of relevant professional experience in a financial advisory role.
• FINRA Series 7 and 66 (or 63, 65) and Life and Health Insurance licenses required.
• Proven ability in client prospecting, relationship building, and customer engagement.
• Strong understanding of financial analysis, investment strategies, and risk management.
• Excellent communication and interpersonal skills, with a focus on client experience and sales activities.

What's On Offer

• Competitive base salary with incentive eligibility based on performance.
• Robust training program, administrative support, and state-of-the-art technology.
• Comprehensive benefits package, including medical, dental, vision, 401(k) with match, and pension plans.
• Generous paid time off, including vacation, holidays, and occasional absence days.

Apply via Haystack today!