Financial Advisor - PNC Wealth Management
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are united in delivering the best experience for our customers and fostering an inclusive workplace culture where all employees feel respected, valued, and have the opportunity to contribute to the company’s success.
About the role
As a Financial Advisor within PNC Wealth Management, you will be based in our Bethesda, MD location. Financial Advisors work within a collaborative network of bank branches and manage an assigned book of business. You will execute an advice and planning strategy focused on helping clients meet their savings, investing, and retirement goals. PNC provides a robust training program, administrative support, and state-of-the-art technology designed to elevate your career. This is an in-office role that fosters a supportive culture where employees can thrive.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Responsibilities
- Consult on investment and insurance strategies, as well as the development of financial plans for clients.
- Grow and retain an investment and insurance book of business while owning the client experience, handling sales and service, identifying opportunities, and making referrals to internal business partners.
- Acquire, expand, and maintain client relationships through business development and networking.
- Apply product and procedural knowledge to solve client problems efficiently.
- Develop and implement investment and insurance strategies, presenting sound financial recommendations and guidance to clients.
- Establish and monitor individual financial plans based on client needs and objectives, recommending changes as needed.
- Coach and educate branch staff and internal business partners to identify investment opportunities and drive investment education.
- Lead branch teams in partnership with branch managers to achieve investment results, demonstrating urgency and leading by example.
- Regularly meet with branch managers and internal business partners to review business results and pipeline management.
- Adhere to all applicable laws, regulations, policies, and guidelines.
Requirements
- Bachelor’s degree or a comparable combination of education, job-specific certification(s), and experience (including military service).
- Typically requires 2+ years of relevant professional experience.
- FINRA Series 7 and 66 (or 63, 65) licenses required.
- Life and Health Insurance license required.
Skills
- Client Prospecting
- Client Relationship Building
- Credit Risk Analysis
- Customer Engagement
- Financial Analysis
- Financial Modeling
- Investment Banking
- Public Speaking
- Relationship Building
- Relationship Management
- Coaching Others
- Customer Experience Management
- Customer Retention
- Effective Communications
- Interpersonal Relationships
- Managing Multiple Priorities
- Prospecting
- Sales Tasks And Activities
- Selling
Pay
Base Salary: $75,000.00. This role is incentive eligible with payment based on company, business, and/or individual performance.
Benefits
PNC offers a comprehensive range of benefits for eligible employees, including:
- Medical, prescription drug, dental, and vision coverage (with a Health Savings Account feature).
- Employee and spouse/child life insurance.
- Short- and long-term disability protection.
- 401(k) with PNC match, pension, and stock purchase plans.
- Dependent care reimbursement account.
- Back-up child/elder care.
- Adoption, surrogacy, and doula reimbursement.
- Educational assistance, including select fully paid programs.
- A robust wellness program with financial incentives.
- Paid time off, including:
- Maternity and/or parental leave.
- Up to 11 paid holidays each year.
- 9 occasional absence days each year (unless otherwise required by law).
- Between 15 to 25 vacation days each year, depending on career level and years of service.