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Wealth Advisor - PNC Wealth Management

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

Job Detail

  • location_on
    Location Washington, 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

Job Description

Overview

As a Wealth Advisor within PNC Wealth Management, you will work in a collaborative environment based in McLean, VA, to provide tailored investment and insurance strategies to clients. This role emphasizes a holistic approach to financial planning, ensuring clients achieve their savings, investment, and retirement goals while benefiting from PNC's extensive support and resources.

Key responsibilities

  • Consult on investment and insurance strategies.
  • Develop and implement financial plans for clients.
  • Grow and retain an investment and insurance book of business.
  • Acquire and maintain client relationships through networking.
  • Monitor financial plans and recommend changes as needed.
  • Coach and educate internal partners on investment opportunities.
  • Ensure compliance with applicable laws and regulations.

Required skills

  • Banking & Financial Services
  • Investment Strategies
  • Insurance Planning
  • Client Relationship Management
  • Financial Planning
  • Business Development
  • Wealth 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
  • Short and long-term disability protection
  • 401(k) with PNC match
  • Pension and stock purchase plans
  • Educational assistance
  • Robust wellness program with financial incentives
  • Paid time off including maternity leave and holidays
  • 15 to 25 vacation days annually based on career level and service

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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