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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 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 26, 2026
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Job Description

Overview

As a Wealth Advisor at PNC Wealth Management, you will provide personalized advice and strategic planning to help clients achieve their financial goals. You will work alongside a team of Wealth Strategists to create tailored financial solutions, utilizing a comprehensive approach to align with each client's unique needs. PNC emphasizes a supportive and inclusive workplace culture focused on delivering exceptional customer experiences.

Key responsibilities

  • Consult on investment and insurance strategies for clients
  • Grow and retain an investment and insurance book of business
  • Establish and monitor individual financial plans based on client needs
  • Develop and implement customized investment and insurance strategies
  • Acquire and maintain client relationships through business development
  • Educate and coach internal partners on identifying investment opportunities
  • Adhere to all applicable laws and regulations while managing client relationships
  • Ensure exceptional client experiences and maintain high service standards

Required skills

  • Investment and insurance knowledge
  • Financial planning and analysis
  • Client relationship management
  • Sales and business development
  • Effective communication and interpersonal skills
  • Risk management
  • FINRA Series 7 and 66 (or 63,65) certification
  • Life and Health Insurance license

What the company offers

  • Comprehensive benefits including medical, dental, and vision coverage
  • 401(k) with PNC match, pension and stock purchase plans
  • Educational assistance programs
  • Paid maternity and parental leave
  • Vacation days between 15 to 25 based on career level
  • 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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