One million success stories. Start yours today.

Financial Advisor - PNC Wealth Management

Date Posted: Jun 28, 2026
Yearly: USD - USD
Apply Now

Job Detail

  • location_on
    Location Raleigh, North Carolina, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Sep 26, 2026
Email to Friend Add to Favourite Report Abuse

Job Description

Overview

As a Financial Advisor at PNC Wealth Management in Raleigh, North Carolina, you will be key in helping clients achieve their financial goals through investment and insurance strategies. You will manage an assigned book of business within a collaborative environment, leveraging PNC's resources and support to provide exceptional client experiences and drive business development.

Key responsibilities

  • Consult on investment and insurance strategies and develop financial plans for clients
  • Grow and retain an investment and insurance book of business
  • Own the client experience, handling sales and service efficiently
  • Acquire and maintain client relationships through networking
  • Develop and implement strategies tailored to client needs
  • Present sound financial recommendations and guidance
  • Monitor financial plans and recommend changes as necessary
  • Coach and educate branch staff on investment opportunities
  • Communicate effectively with internal and external partners to build relationships
  • Adhere to all applicable laws, regulations, and company policies

Required skills

  • Financial Planning
  • Investment Strategies
  • Client Relationship Management
  • Sales Development
  • Business Networking
  • FINRA Series 7 and 66 (or 63, 65)
  • Life and Health Insurance
  • Coaching and mentoring
  • Effective communication
  • Customer experience management

What the company offers

  • Comprehensive benefits including medical, dental, and vision coverage
  • 401(k) with PNC match, pension, and stock purchase plans
  • Paid time off including vacation, holidays, and parental leave
  • Educational assistance and wellness programs with financial incentives

Skills Required

Company Overview

PNC Financial Services Group
Red Bank, New Jersey, United States of America
114 Current Jobs Openings

PNC Financial Services Group is committed to delivering an exceptional experience for its customers and fostering an inclusive workplace culture. The company emphasizes the importance of its employees as a competitive advantage in the financial marke... Read More

Google Map

Related Jobs