Wealth Advisor: Build Wealth & Strategy for Clients

PNC; Washington (District of Columbia); On-site; USD 64,000 - 128,000; Full time

Benefits offered by this job

Medical/Dental/Vision

401(k) with match

Paid time off

Education assistance

Job summary

PNC is seeking a Wealth Advisor in the Greater Washington area to deliver comprehensive investment and insurance guidance. The role focuses on building client relationships, developing financial plans, and coordinating with internal partners to drive results.

Required FINRA licenses (7/66 or 63/65) and Life/Health Insurance; Bachelor's degree and 3+ years in wealth management or related fields are typical. In-office environment with strong compliance and client service standards.

Qualifications

• Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a Wealth Advisor role.
• Certifications and Licenses (FINRA Series 7 and 66 or 63/65) and Life/Health Insurance are required.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and retains client relationships through business development and networking.
• Develops and implements investment and insurance strategies and presents sound financial recommendations.
• Coaches and educates internal partners to identify investment opportunities and drive referrals.
• Meets with internal partners to communicate results and manage pipeline while adhering to laws and policies.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Education

Bachelors

Job description

PNC is seeking a Wealth Advisor in the Greater Washington area to deliver comprehensive investment and insurance guidance. The role focuses on building client relationships, developing financial plans, and coordinating with internal partners to drive results.

Required FINRA licenses (7/66 or 63/65) and Life/Health Insurance; Bachelor's degree and 3+ years in wealth management or related fields are typical. In-office environment with strong compliance and client service standards.