Financial Advisor

PNC Financial Services Group; Rockville (MD); On-site; USD 63,000 - 105,000; Full time

Benefits offered by this job

Health benefits

401(k) with company match

Pension plan

Paid holidays & vacation

Job summary

PNC Financial Services Group is hiring a Financial Advisor within PNC Wealth Management in the Falls Grove, MD area. The role is onsite in Rockville, MD, and focuses on consultation, planning, and relationship management to help clients pursue savings, investing, and retirement goals.

Responsibilities include developing financial plans, growing a book of business, coordinating with branch teams, and driving referrals. A university degree and FINRA licenses are typically required.

Qualifications

• Typically requires a university/college degree and 2+ years of relevant professional experience.
• FINRA Series 7 and 66 (or 63, 65) required.
• Life and Health Insurance required.

Responsibilities

• Consult on investment and insurance strategies and assist with the development of financial plans for clients.
• Develop, grow, and retain an investment and insurance book of business.
• Own the client experience by handling sales and service, identifying opportunities, and making referrals to internal partners.

Skills

Client prospecting

Client relationship building

Financial analysis

Public speaking

Relationship management

Sales and service

Investment strategies

Education

University/College degree

Job description

PNC Financial Services Group is hiring a Financial Advisor within PNC Wealth Management in the Falls Grove, MD area. In a branch-based, collaborative environment, you will consult on investment and insurance strategies, build client relationships, and take ownership of the client experience while helping clients pursue savings, investing, and retirement objectives.

Role overview

Financial Advisors at PNC work within a highly collaborative circuit of bank branches and manage an assigned book of business. The role centers on executing an advice and planning approach designed to support clients’ savings, investing, and retirement goals, while partnering closely with branch teams and internal business partners to drive referrals and results. The position is based in Rockville, MD (onsite).

Key responsibilities

• Consult on investment and insurance strategies and assist with the development of financial plans for clients.
• Develop, grow, and retain an investment and insurance book of business.
• Own the client experience by handling sales and service, identifying sales and/or executing opportunities, and making referrals to internal business partners as appropriate.
• Acquire, expand, and maintain client relationships through business development and client networking.
• Increase client loyalty and share of wallet through an exceptional client experience.
• Use product and procedural knowledge to resolve client needs appropriately and efficiently.
• Develop and implement investment and insurance strategies, including determining the best products to support those strategies.
• Provide sound financial recommendations and guidance, establishing plans based on client needs and objectives.
• Monitor financial plans and recommend changes when needed.
• Coach and educate branch staff and internal business partners to identify investment opportunities; drive investment education and visibility among branch staff.
• In partnership with the branch manager and/or investment sales associate, lead branch actions to achieve investment results.
• Maintain regular communication with internal and external partners to build relationships that support referral activity.
• Meet regularly with the branch manager and internal business partners to communicate results and review pipeline management.
• Meet service level agreements on lead and referral follow up.
• Adhere to all applicable laws, regulations, policies, and guidelines.

Qualifications

• Typically requires a university/college degree and 2+ years of relevant professional experience.
• FINRA Series 7 and 66 (or 63, 65) required.
• Life and Health Insurance required.

Preferred skills

• Client Prospecting
• Client Relationship Building
• Credit Risk Analysis
• Customer Engagement
• Financial Analysis
• Financial Modeling
• Investment Banking
• Public Speaking
• Relationship Building
• Relationship Management

Compensation and incentives

The base salary range is USD 63,000 - 105,000 per year. The role is incentive eligible, with payment based upon company, business, and/or individual performance.

Benefits

• Medical/prescription drug coverage with a Health Savings Account feature
• Dental and vision options
• 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 programs fully paid
• Robust wellness program with financial incentives
• Maternity and/or parental leave
• Up to 11 paid holidays each year
• 9 occasional absence days each year, unless otherwise required by law
• 15 to 25 vacation days each year, depending on career level

Application window

Generally, this opening is expected to be posted for two business days from 09/17/2026, though it may be longer with business discretion.

Disability accommodations

If you require an accommodation to participate in the application process, contact [e-mail]. You may also call 877-968-7762 and say “Workday” for accommodation assistance. All information provided will be kept confidential and used only to the extent required to provide reasonable accommodations.

Equal employment opportunity

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the FDIA. For any registered role, the SAFE Act and/or FINRA rules may prohibit hiring individuals with certain criminal history.

California residents

Refer to the California Consumer Privacy Act Privacy Notice to understand how PNC may use or disclose personal information in hiring practices.