Financial Advisor - PNC Wealth Management (Wealth Management)

Location: Wheat Ridge, Colorado, United States; in-office role

Base salary: $57,750–$96,250 per year, plus incentive eligibility.

Company

hirify.global provides banking and wealth management services, supporting clients through financial planning, investment, insurance, and retirement solutions.

What you will do

• Consult with clients on investment, insurance, savings, and retirement strategies.
• Develop, implement, and monitor personalized financial plans and recommend changes as needed.
• Grow and retain an investment and insurance book of business through prospecting, networking, referrals, and client relationship management.
• Own the client experience by handling sales and service needs, solving problems, and identifying opportunities.
• Coach and educate branch staff and internal partners on investment opportunities and referral activity.
• Review business results, manage the pipeline, follow up on leads, and comply with applicable laws and policies.

Requirements

• Bachelor’s degree and 2+ years of relevant professional experience, or an equivalent combination of education, certifications, and experience.
• Required licenses: FINRA Series 7 and Series 66, or Series 63 and 65.
• Life and Health Insurance license required.
• Knowledge of client prospecting, financial analysis, financial modeling, investment strategies, relationship management, and sales.
• Must work in the Wheat Ridge, Colorado branch environment; hirify.global is an in-office company.
• hirify.global does not provide employment visa sponsorship or participate in STEM OPT for this position.

Culture & Benefits

• Collaborative branch environment with training, administrative support, and financial planning resources.
• Medical, prescription, dental, vision, life, and disability coverage options.
• 401(k) matching, pension, stock purchase plans, and dependent care support.
• Educational assistance, wellness programs, and financial incentives.
• Paid holidays, vacation time, parental leave, and occasional absence days, subject to eligibility.