Strategic Wealth Advisor & Client Champion

PNC Financial Services Group, Inc.; Newark (DE); Hybrid; USD 70,000 - 117,000; Full time

Job summary

PNC Financial Services Group, Inc. is seeking a Wealth Advisor to join PNC Wealth Management in Newark, DE. You will consult on investment and insurance strategies, develop financial plans, and proactively expand your client base while delivering exceptional service to high‑net‑worth clients.

You will own the client experience, coordinate with internal partners, and present sound financial recommendations while coaching colleagues to identify opportunities and grow the book of business.

Qualifications

• University degree and 3+ years of relevant industry experience.
• FINRA Series 7 and 66 (or 63,65) required; Life and Health Insurance required.
• Licensing and compliance knowledge relevant to wealth management.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain an investment and insurance book of business.
• Own the client experience with sales, service, referrals, and cross‑sales.
• Develop and implement client financial plans and monitor progress.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Management

Education

Bachelor's

Job description

PNC Financial Services Group, Inc. is seeking a Wealth Advisor to join PNC Wealth Management in Newark, DE. You will consult on investment and insurance strategies, develop financial plans, and proactively expand your client base while delivering exceptional service to high‑net‑worth clients.

You will own the client experience, coordinate with internal partners, and present sound financial recommendations while coaching colleagues to identify opportunities and grow the book of business.