Wealth Management Financial Advisor - Client-Focused Investing

PNC Financial Services Group; Rockville (MD); On-site; USD 63,000 - 105,000; Full time

Benefits offered by this job

Health benefits

401(k) with company match

Pension plan

Paid holidays & vacation

Job summary

PNC Financial Services Group is hiring a Financial Advisor within PNC Wealth Management in the Falls Grove, MD area. The role is onsite in Rockville, MD, and focuses on consultation, planning, and relationship management to help clients pursue savings, investing, and retirement goals.

Responsibilities include developing financial plans, growing a book of business, coordinating with branch teams, and driving referrals. A university degree and FINRA licenses are typically required.

Qualifications

• Typically requires a university/college degree and 2+ years of relevant professional experience.
• FINRA Series 7 and 66 (or 63, 65) required.
• Life and Health Insurance required.

Responsibilities

• Consult on investment and insurance strategies and assist with the development of financial plans for clients.
• Develop, grow, and retain an investment and insurance book of business.
• Own the client experience by handling sales and service, identifying opportunities, and making referrals to internal partners.

Skills

Client prospecting

Client relationship building

Financial analysis

Public speaking

Relationship management

Sales and service

Investment strategies

Education

University/College degree

Job description

PNC Financial Services Group is hiring a Financial Advisor within PNC Wealth Management in the Falls Grove, MD area. The role is onsite in Rockville, MD, and focuses on consultation, planning, and relationship management to help clients pursue savings, investing, and retirement goals.

Responsibilities include developing financial plans, growing a book of business, coordinating with branch teams, and driving referrals. A university degree and FINRA licenses are typically required.