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Wealth Advisor - PNC Wealth Management

Date Posted: Jun 24, 2026
Yearly: USD - USD
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Job Detail

  • location_on
    Location Maryland and Grand Kru, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
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    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Sep 22, 2026
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Job Description

Overview

As a Wealth Advisor within PNC Wealth Management, you will provide tailored financial advice and strategic planning to help clients achieve their savings, investment, and retirement goals. The role emphasizes a holistic approach to client relationships, supported by a team of Wealth Strategists and a suite of financial products and technology to empower your success.

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 by handling sales and service efficiently.
  • Acquire, expand, and maintain client relationships through business development and networking.
  • Present financial recommendations and establish individual financial plans based on client needs.
  • Monitor and recommend changes to financial plans as needed.
  • Educate internal partners on investment opportunities and drive cooperation for referrals.

Required skills

  • Client Prospecting
  • Client Relationship Building
  • Credit Risk Analysis
  • Customer Engagement
  • Financial Analysis
  • Financial Modeling
  • Investment Banking
  • Public Speaking
  • FINRA Series 7 and 66 (or 63, 65)
  • Life and Health Insurance

What the company offers

  • Comprehensive range of benefits including medical, dental, and vision options
  • 401(k) with PNC match, pension and stock purchase plans
  • Educational assistance with fully paid select programs
  • Wellness program with financial incentives
  • Paid time off including maternity and/or parental leave, holidays, and vacation days

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

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