Wealth Advisor & Financial Planning Specialist

PNC Financial Services Group, Inc.; Maryland; Hybrid; USD 70,000 - 117,000; Full time

Benefits offered by this job

Health Savings Account

401(k) with PNC match

Stock Purchase Plan

Paid time off

Job summary

PNC Financial Services Group, Inc. is seeking a Wealth Advisor for PNC Wealth Management in Maryland. The role focuses on consultative investment and insurance planning, growing the client base, and delivering an exceptional client experience.

You will develop financial plans, recommend products aligned with client objectives, and collaborate with internal partners to maximize referrals and service quality.

Qualifications

• University degree required; 3+ years of relevant industry experience.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and retains an investment and insurance book of business.
• Owns the client experience, handling sales and service and identifying opportunities.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Education

Bachelor

Tools

FINRA Series 7 and 66

Job description

PNC Financial Services Group, Inc. is seeking a Wealth Advisor for PNC Wealth Management in Maryland. The role focuses on consultative investment and insurance planning, growing the client base, and delivering an exceptional client experience.

You will develop financial plans, recommend products aligned with client objectives, and collaborate with internal partners to maximize referrals and service quality.