Financial Advisor - Wealth Management

Overview

Position Overview
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are united in delivering the best experience for our customers and foster an inclusive workplace culture where employees feel respected, valued and have opportunities to contribute to the company’s success. As a Financial Advisor within PNC's Wealth Management organization, you will be based at 8635 Woodward Ave, Woodridge IL 60517.

R209106

• Consult on investment and insurance strategies, and develop financial plans for clients. Grow and retain an investment and insurance book of business. Own the client experience, efficiently handling sales and service, identifying sales opportunities or referrals to internal partners as appropriate.
• Acquire, expand and maintain client relationships through business development and client networking. Grow client loyalty and share of wallet through an exceptional client experience. Apply product and procedural knowledge to solve client problems effectively.
• Develop and implement investment and insurance strategies for clients. Determine the best products to support such strategies. Present sound financial recommendations and guidance to clients. Establish individual financial plans based on client needs and objectives. Monitor plans and adjust as needed.
• Coach and educate branch staff and internal partners to identify investment opportunities. Drive investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, lead the branch team on actions to achieve investment results. Demonstrate urgency and lead by example. Maintain regular, effective communication with internal and external partners to build relationships that drive referral activity.
• Meet regularly with the branch manager and other internal partners to review business results and pipeline management. Meet service level agreements on lead and referral follow up. Adhere to all applicable laws, regulations, policies and guidelines.

PNC Employees take pride in our reputation and we expect our employees to be:

• Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to create customized customer solutions.
• Managing Risk - Assessing and managing risks to ensure adherence to PNC's Enterprise Risk Management Framework.

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management

Coaching Others, Customer Experience Management, Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting, Sales Tasks And Activities, Selling

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.

Bachelors

No Required Certification(s)

FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.

Base Salary: $75,000.00 – $75,000.00

Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.

Generally, this opening is expected to be posted for two business days from 01/07/2026, although it may be longer with business discretion.

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage, dental and vision options; life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid;

wellness program with financial incentives.

In addition, PNC generally provides paid time off, including maternity/parental leave, holidays, occasional absence days, vacation time, and long service benefits. Details vary by eligibility and location. Visit Your PNC Total Rewards for more information.

If an accommodation is required to participate in the application process, please contact us via email at  Include “accommodation…