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Wealth Advisor - PNC Wealth Management

Date Posted: Jun 28, 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 26, 2026
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Job Description

Overview

As a Wealth Advisor at PNC Wealth Management, you will provide tailored advice and strategic financial planning to help clients meet their investment and retirement goals. Collaborating with a team of Wealth Strategists, you will develop customized financial solutions and enhance the overall client experience within a supportive and inclusive workplace culture.

Key responsibilities

  • Consult on investment and insurance strategies for clients.
  • Grow and retain an investment and insurance book of business.
  • Own the client experience by managing sales and service efficiently.
  • Acquire and maintain client relationships through business development.
  • Develop and implement individualized financial plans based on client needs.
  • Monitor financial plans and recommend adjustments as necessary.
  • Educate and coach internal business partners on investment opportunities.
  • Communicate effectively with internal and external partners.
  • Ensure compliance with laws, regulations, and company policies.

Required skills

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

What the company offers

  • Comprehensive range of benefits including medical, dental, and vision coverage
  • 401(k) with company match and stock purchase plans
  • Paid time off including maternity, parental leave, and holidays
  • Educational assistance programs
  • Robust wellness program 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

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