Financial Advisor - PNC Wealth Advisor

Location: Erie, Pennsylvania, United States; in-office at the Kearsarge branch

Company

hirify.global is a banking and wealth management organization providing financial products, investment guidance, and client services.

What you will do

• Consult with clients on investment, insurance, savings, and retirement strategies.
• Develop, present, monitor, and update personalized financial plans.
• Grow and retain an investment and insurance book of business through prospecting, networking, referrals, and relationship management.
• Coach and educate branch staff and internal partners to identify investment opportunities and generate referrals.
• Review business results and pipeline activity with branch managers and partners while meeting lead and referral service-level agreements.
• Follow applicable laws, regulations, policies, and risk-management guidelines.

Requirements

• Bachelor’s degree or a comparable combination of education, certifications, and experience.
• Typically 2+ years of relevant professional experience.
• FINRA Series 7 and Series 66, or Series 63 and 65, required.
• Life and Health Insurance license required.
• Experience with financial analysis, financial modeling, client prospecting, relationship management, sales, and public speaking.
• Employment visas are not sponsored, and STEM OPT participation is not available for this position.

Culture & Benefits

• Collaborative in-office environment across a network of bank branches.
• Structured training, administrative support, financial planning expertise, and technology resources.
• Medical, prescription, dental, vision, life, disability, and health savings account options for eligible full-time employees.
• 401(k) matching, pension, stock purchase plans, educational assistance, and wellness incentives.
• Paid holidays, occasional absence days, parental leave, and 15–25 vacation days depending on career level and service.