Financial Advisor - PNC Wealth Management

Overview

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you may be based in locations throughout the East Coast including Franklin Park, Bridgewater, NJ, Philadelphia, Lancaster, North Wales, Plymouth Meeting, PA, Raleigh, NC, Alexandria, VA, Columbia, Baltimore, MD, and Wilmington, Newark, and Middletown, DE.

PNC Financial Services

Accounting & Finance

Raleigh, NC, USA

USD 75k-75k / year

Posted on Jan 22, 2026

• Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
• Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.
• Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.
• Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
• Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.

• Education
  :
  Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
• Licenses
  : FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.
• Certifications
  :
  No Required Certification(s)
• Work Experience
  : 2+ years of relevant professional experience; university/college degree preferred.
• Education
  :
  Bachelor’s degree (Bachelors)
• Preferred Skills
  :
  Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management
• Competencies
  :
  Coaching Others, Customer Experience Management, Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting, Sales Tasks And Activities, Selling
• Disclosures Adjusted for clarity per policy (no new facts added)

• Pay:
  Base Salary $75,000.00; salary may vary by location and candidate qualifications. Incentive eligibility based on company, business and individual performance.
• Benefits:
  Medical/prescription, dental, vision, life insurance, disability, 401(k) with match, pension, stock purchase plans, flexible spending accounts, wellness program, and other programs as applicable.

• Application Window:
  Generally posted for two business days from 01/21/2026, may be longer with business discretion.
• Disability Accommodations:
  If an accommodation is required to participate in the application process, contact  with the subject line “accommodation request” and include your name, job , and preferred contact method.
• EEO: PNC is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other protected status.

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