Wealth Advisor: Client-First Investment & Planning

PNC Financial Services Group, Inc.; Silver Spring (MD); On-site; USD 64,000 - 128,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Pension plan

Stock purchase plan

Job summary

PNC Wealth Management seeks a Wealth Advisor to serve clients in Maryland. You will consult on investment and insurance strategies, develop financial plans, and manage client relationships to expand loyalty and share of wallet.

The role emphasizes collaboration with internal partners, adherence to regulations, and delivering an exceptional client experience. Licenses include FINRA Series 7 and 66 (or 63/65) and Life/Health Insurance; a bachelor's degree with 3+ years of experience is typical.

Qualifications

• Bachelor's degree plus 3+ years of relevant experience; licenses often desired.
• FINRA Series 7 and 66 (or 63,65) required as applicable, Life and Health Insurance license.
• Strong client relationship skills and ability to grow share of wallet.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans.
• Acquires and expands client relationships through business development and networking.
• Coordinates with internal partners to identify opportunities and ensure regulatory compliance.

Skills

Client relationship management

Financial analysis

Investment planning

Sales and service

Education

Bachelor's degree

Tools

CRM software

Job description

PNC Wealth Management seeks a Wealth Advisor to serve clients in Maryland. You will consult on investment and insurance strategies, develop financial plans, and manage client relationships to expand loyalty and share of wallet.

The role emphasizes collaboration with internal partners, adherence to regulations, and delivering an exceptional client experience. Licenses include FINRA Series 7 and 66 (or 63/65) and Life/Health Insurance; a bachelor's degree with 3+ years of experience is typical.