Financial Advisor - PNC Wealth Management
$75kPNC
Position Overview As a Financial Advisor within PNC Wealth Management, you will be based in the Talleyville Shopping Center, Wilmington, DE, and work within a bank branch to manage an assigned book of business. PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients achieve their savings, investing and retirement goals. Our culture encourages collaboration, robust training, and state‑of‑the‑art technology to support your career. Job Description Consult on investment and insurance strategies and develop financial plans for clients; grow and retain a book of business. Acquire, expand, and maintain client relationships through business development and client networking; enhance client loyalty and share of wallet with an exceptional client experience. Develop and implement investment and insurance strategies; determine the best products, present sound recommendations, and establish individual financial plans based on client needs and objectives. Coach and educate branch staff and internal partners to identify investment opportunities; lead the branch team in achieving investment results. Regularly meet with branch manager and partners to review business results, pipeline, and lead/referral follow‑ups; adhere to all applicable laws, regulations, policies, and guidelines. Qualifications Preferred Skills: Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Management, Coaching Others, Customer Experience Management, Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting, Sales Tasks, and Selling. Work Experience: University/college degree with 2+ years of relevant professional experience; comparable education, certifications, and experience may be considered. Education: Bachelor’s degree. Licenses: FINRA Series 7 and 66 (or 63,65) required; Life and Health Insurance required. Benefits PNC offers a comprehensive benefits package, including medical, prescription drug, dental, and vision coverage, life insurance, short and long‑term disability protection, 401(k) with company match, pension and stock purchase plans, dependent care reimbursement, adoption and surrogacy assistance, educational assistance, a robust wellness program, and paid time off (up to 11 holidays, 9 occasional absence days, 15‑25 vacation days depending on career level). Pay Transparency Base Salary: $75,000.00 – $75,000.00. Salary may vary based on location, market data, and individual qualifications. This role is incentive eligible. Equal Employment Opportunity PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to Section 19 of the FDIA and applicable FINRA regulations. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact View email address on click.appcast.io or call View phone number on click.appcast.io. All information provided will be kept confidential and used only to provide necessary accommodations. #J-18808-Ljbffr PNC
$73k
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets... ...to contribute to the company’s success. As a Financial Solutions Advisor within PNC's Wealth Management, you will be based in our Brandywine Banking Center...SuggestedFull timeTemporary workPart timeWork experience placementWork at office$75k
PNC in Wilmington, DE, is looking for a Financial Advisor within PNC Wealth Management. In this role, you will manage a book of business, consulting on investment and insurance strategies while developing financial plans for clients. Ideal candidates should have at least...Suggested$100k
Tristate Financial Advisors provides the ability to create your own financial success through helping clients enjoy their own. You don’... ...sole focus of providing comprehensive financial planning and wealth management services to help them realize their dreams. Some features...SuggestedPermanent employmentWork at officeLocal area- Northern Trust Corp is seeking a Senior Relationship Advisor in Wilmington, DE to manage complex fiduciary and wealth management client relationships. The successful... ...and collaborative work culture in a leading financial institution. #J-18808-Ljbffr Northern Trust CorpSuggestedFlexible hours
$150k - $350k
...the low to mid 200,000s for advisors bringing a 35,000,000 plus book... .... True independence to manage your client relationships and... ...They are now building out a wealth management division that pairs... ...wealth management, including financial planning, investment strategy...SuggestedFull timeLive inWork at officeLocal areaRelocationRelocation packageFlexible hours$96k - $110k
...You know how to talk to clients, build a financial plan, and catch the details that other... ...is a growing, second-generation wealth management firm in Wilmington, Delaware. We do things... ...directly alongside Jay as the primary support advisor across all client relationships. This...For contractorsWork at officeRemote workWork from homeFlexible hours- Citigroup Inc. is seeking a Director in Fraud Risk to manage and oversee fraud risk policies for its Wealth and Retail business. This role entails leading a team to establish frameworks and procedures aimed at minimizing fraud threats, engaging with stakeholders, and ensuring...
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$37.44k - $52.8k
...to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully... ...more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace...Full timeH1bVisa sponsorshipMonday to FridayFlexible hours$37.44k - $52.8k
...to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully... ...more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace...Full timeH1bVisa sponsorshipMonday to FridayFlexible hours$37.44k - $52.8k
...to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully... ...more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace...Full timeH1bVisa sponsorshipMonday to FridayFlexible hours$170k - $300k
...Description Individuals in Fraud Risk establish and manage fraud risk policies, propose strategies, and... ...fortifies against potential Fraud risks for Citi’s Wealth and Retail business, thereby protecting the company's financial stability and reputation, and contributing...$22.61 - $37.67 per hour
...branch customer experience through lobby management, servicing and sales interactions for... ...transition to needs to based discussion on financial goals* Identify financial needs of... ...s traditional banking services with the wealth management and institutional capabilities...Hourly pay$73k
PNC is seeking a Financial Solutions Advisor based in Wilmington, DE. This role involves consulting on investment and insurance strategies, growing and retaining client relationships, and developing individualized financial plans. The ideal candidate will hold a university...$78.7k - $131.1k
...recommending adding or removing conditions. Manage the ongoing credit risk of existing loan... .... Review all pertinent credit and financial information, including but not limited to... ...’s traditional banking services with the wealth management and institutional capabilities...Full timeWork experience placementInterim roleWork at officeLocal area- ...Lead Teller At PNC, our people are our greatest differentiator and competitive advantage... ...connect with their recruiter and hiring manager to discuss workplace expectations and... ...customer experience aimed at improving customer financial wellbeing and creating loyalty while...Work experience placementWork at officeShift work
$45k - $100k
...you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner... ...achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$53.74k - $88.29k
...to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully... ...more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace...Flexible hours- A leading financial institution is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. Successful... ...skills. This role emphasizes relationship management over portfolio management, with a focus on fostering...
- A leading financial services company located in Wilmington, DE is offering a unique opportunity for driven individuals to become business owners. This role emphasizes building connections and providing tailored financial strategies to clients. Applicants should possess...Flexible hours
$100k
Tristate Financial Advisors in Wilmington, Delaware, is seeking motivated individuals to join their team as financial advisors. The role offers comprehensive training and the opportunity to make over $100,000 in the first year, with significant career growth. Candidates...Work at office- A leading financial services firm in Wilmington is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. This role involves building client relationships and offering personalized investment solutions, emphasizing...
- TwinThread is searching for an experienced Financial Advisor to join their team in Wilmington, Delaware. The role focuses on building client relationships and delivering personalized investment solutions. Candidates should have at least 2 years of relevant experience and...
- ...Mortgage Loan Officer Utilize relationship management skills and techniques combined with personal business development efforts to build and service a network of high-quality referral sources in order to achieve new mortgage business, income and growth goals and service...Work at office
$120k - $140k
...Egg, now part of Barclays, is a market-leading, tech-enabled financial platform helping people build financial confidence through innovative... ...interacting and engaging with colleagues from all levels of management across all business units and third-party vendors...Permanent employmentFull timeTemporary workFlexible hours$72.84k - $106.11k
...AAA Club Alliance is hiring for an Associate Manager to join our FP&A team! The FP&A, Associate Finance Manager role will be responsible for financial planning & analysis support for Car Care and Travel business lines as well as finance transformation efforts. This position...Full timeTemporary workWork experience placementLocal area- ...experienced individual is required to support the growth and adequately manage the day-to-day administration of a diverse range of... ...Bachelor's Degree preferred or 1-5+ years of Banking and/or Relevant Financial Services Experience (Loan Operations) experience Knowledge...Daily paidFull timeLocal areaRemote workWorldwideMonday to Friday
- A research management organization located in Wilmington, Delaware, is looking for a Post Award Specialist to provide post-award services... ...healthcare organization. This job offers opportunities for financial analysis and project management. #J-18808-Ljbffr Direct Jobs
- ...career. Make an impact providing expert financial advice with heart. Thrivent is a... ..., and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you... ...backgrounds, including outside sales, business management, education, ministry, hospitality,...Local area
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hours
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