Wealth Advisor — Client Growth & Planning

Talentify; Walkersville (MD); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Medical benefits

401(k) with match

Stock purchase program

Job summary

PNC Financial Services is seeking a Financial Advisor for its Wealth Management team based in Frederick, MD. You will manage an investment and insurance book of business, deliver personalized financial plans, and collaborate with branch staff to drive referrals and client outcomes.

Applicants must hold FINRA Series 7/66 and Life and Health Insurance licenses. A university degree is typical; the role emphasizes client-focused service, regulatory compliance, and a strong advisory skill set.

Qualifications

• University/college degree required; comparable combination may be considered.
• FINRA Series 7 and 66 required; Life and Health Insurance required.
• No required Certifications listed beyond FINRA licenses.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans.
• Grow and maintain a book of business; manage client experience and referrals.
• Develop and implement investment strategies; present recommendations to clients.
• Coach branch staff to identify investment opportunities and drive referrals.
• Meet with management to discuss results, pipeline, and adherence to laws.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Public Speaking

Relationship Management

Coaching Others

Sales Tasks And Activities

Selling

Education

University degree

Job description

PNC Financial Services is seeking a Financial Advisor for its Wealth Management team based in Frederick, MD. You will manage an investment and insurance book of business, deliver personalized financial plans, and collaborate with branch staff to drive referrals and client outcomes.

Applicants must hold FINRA Series 7/66 and Life and Health Insurance licenses. A university degree is typical; the role emphasizes client-focused service, regulatory compliance, and a strong advisory skill set.