Wealth 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 opportunities to contribute to the company’s success. This role is based in Maryland and operates in-office within a supportive culture that encourages work-life balance.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
About the role
As a Wealth Advisor in PNC Wealth Management, you will consult on investment and insurance strategies and develop financial plans for clients. You will grow and retain an investment and insurance book of business while owning the client experience, identifying sales opportunities, and making referrals to internal partners. The role involves business development, client networking, and maintaining strong relationships to drive client loyalty and share of wallet.
Responsibilities
- Acquire, expand, and maintain client relationships through business development and networking.
- Grow client loyalty and share of wallet by delivering an exceptional client experience.
- Apply product and procedural knowledge to solve client problems efficiently.
- Develop and implement investment and insurance strategies tailored to client needs.
- Determine and present the best financial products to support client strategies.
- Establish and monitor individual financial plans based on client objectives, recommending changes as needed.
- Coach and educate internal business partners to identify investment opportunities and drive referral activity.
- Maintain regular communication with internal and external partners to build strong relationships.
- Meet with internal business partners to review business results and pipeline management.
- Adhere to service level agreements for lead and referral follow-up.
- Comply with all applicable laws, regulations, policies, and guidelines.
Requirements
- Bachelor’s degree or a comparable combination of education, job-specific certifications, and experience (including military service).
- 3+ years of relevant or direct industry experience.
- FINRA Series 7 and 66 (or 63, 65) licenses required.
- Life and Health Insurance license required.
Skills
- Preferred Skills: Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management.
- Competencies: Coaching Others, Customer Experience Management, Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting, Sales Tasks and Activities, Selling.
Pay
Base Salary: $63,750.00 – $127,500.00. Salaries may vary based on geographic location, market data, and individual skills, experience, and education. This role is incentive-eligible, with payment based on company, business, and/or individual performance.
Benefits
- Medical, prescription drug, dental, and vision coverage (with Health Savings Account option).
- 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.
- Robust wellness program with financial incentives.
- Paid time off, including:
- Maternity and/or parental leave.
- Up to 11 paid holidays per year.
- 9 occasional absence days per year (unless otherwise required by law).
- 15 to 25 vacation days per year, depending on career level and years of service.