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Wealth Advisor - PNC Wealth Management

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

Job Detail

  • location_on
    Location Wilmington, Delaware, 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 22, 2026

Job Description

Overview

As a Wealth Advisor at PNC Wealth Management, you will deliver tailored financial advice and strategic planning to help clients achieve their investment, savings, and retirement goals. You will work collaboratively with a team of Wealth Strategists to create customized financial solutions, ensuring that client needs are met through a comprehensive approach that aligns with their unique aspirations.

Key responsibilities

  • Consult on investment and insurance strategies for clients
  • Grow and retain an investment and insurance book of business
  • Own the client experience, handling sales and service efficiently
  • Acquiring and maintaining client relationships through business development
  • Develop and implement investment and insurance strategies
  • Establish and monitor individual financial plans based on client needs
  • Educate internal partners on investment opportunities
  • Communicate regularly with internal and external partners to build strong relationships

Required skills

  • Financial Planning
  • Investment Strategies
  • Client Relationship Management
  • Business Development
  • Coaching
  • Effective Communication
  • Sales Skills
  • Risk Management
  • FINRA Series 7 and 66 (or 63, 65)
  • Life and Health Insurance

What the company offers

  • Medical/prescription drug coverage
  • Dental and vision options
  • Life insurance for employee and dependents
  • Short and long-term disability protection
  • 401(k) with PNC match
  • Pension and stock purchase plans
  • Educational assistance programs
  • Robust wellness program with financial incentives
  • Paid time off including vacation days and holidays

Skills Required

Company Overview

Red Bank, New Jersey, United States of America

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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