Wealth Advisor - PNC Wealth Management
$75k - $125kThe PNC Financial Services Group
Job ID: R207839Posted: 2026-06-02Location: VA - McLean; DC - Washington; MD - Charlotte Hall; DE - Dover; DE - WilmingtonSalary: $75,000.00 - $125,000.00Type: Full timeCountry: United States of AmericaCompany: PNCPosition OverviewAt 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 Wealth Advisor within PNC Wealth Management, you will be based in McLean, VA. PNC Wealth Advisors deliver tailored advice and strategic planning designed to help clients achieve their savings, investment, and retirement goals. As part of your support team, our Wealth Strategists collaborate with you to develop customized financial solutions that reflect each client’s unique needs and aspirations. We take a comprehensive, holistic, and strategic approach, ensuring that the interests of all parties remain seamlessly aligned. Our offering includes a robust suite of financial products, dedicated administrative support, and cutting-edge technology built to elevate your practice and empower your success.PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job DescriptionConsults 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 internal business partners to identify investment opportunities. Drives investment education and visibility among internal business partners. 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 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.PNC Employees take pride in our reputation and to continue building upon that 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 leverage that information in creating customized customer solutions.Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.QualificationsSuccessful 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.Preferred SkillsClient Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship ManagementCompetenciesCoaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling.Work ExperienceRoles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s)LicensesFINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.Pay TransparencyBase Salary: $75,000.00 – $125,000.00Salaries 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.Application WindowGenerally, this opening is expected to be posted for two business days from 12/16/2025, although it may be longer with business discretion.BenefitsPNC 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 (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.Disability Accommodations StatementIf an accommodation is required to participate in the application process, please contact us via email at View email address on click.appcast.io. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call View phone number on click.appcast.io and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.Equal Employment Opportunity (EEO)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 the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
- ...U.S. Bank Private Wealth Management is seeking a Private Wealth Advisor to identify, close, and deepen client relationships across the wealth spectrum. The advisor uses expertise in investments, banking, and estate planning to frame and deliver tailored strategies. A team...Suggested
- ...Carolina. 28202. Join our team. Make a difference - for us and for your future. Position Title: Wealth Advisor Business Unit: WM - FNTC Reports to: Market Executive - Wealth Management Position Overview This position is primarily responsible for driving new revenue on behalf...SuggestedWork at officeLocal area
- ...institutions in Greater Cincinnati has an opening for a Private Wealth Advisor (PWA) . This is an exclusive opportunity with a top-rated... ...Wealth Advisor, you are part of the organization’s Private Wealth Management team, helping clients identify and achieve all their...SuggestedTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week
$140k - $175k
...Private Wealth Advisor U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary...SuggestedTemporary workWork experience placement- ...status quo and help clients achieve what matters most.Schwab Wealth Advisory is a fee‑based, non‑discretionary investment... ...service, and a fiduciary commitment to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic...SuggestedFull timeWork at office
- ...status quo and help clients achieve what matters most. Schwab Wealth Advisory is a fee‑based, non‑discretionary investment... ...service, and a fiduciary commitment to our clients. As a Sr. Manager, Wealth Advisor , you’ll manage ongoing client relationships, deliver holistic...Work at office
- As a Wealth Planning Consultant, Specialist with Vanguard, you’ll be part of a team within the Advice and Wealth Management (AWM) division advising our ultra-high net worth clients and their... ...analysis. You will be a trusted advisor, bringing education and world-class...Full timeWork experience placementWork at officeRemote workRelocation package
- As a Wealth Planning Consultant, Senior Specialist with Vanguard, you’ll be part of a team within the Advice and Wealth Management (AWM) division advising our ultra-high net worth clients and their... ...analysis. You will be a trusted advisor, bringing education and world-...Full timeWork experience placementWork at officeRemote work
- ...private banking services to business owners and executives within an assigned region. You will manage client relationships to drive cross-sell opportunities across banking, wealth, and insurance while delivering high-quality service. Responsibilities include cultivating a...
- ...companies in their sector, boasting a stable and client-focused environment. In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences. This collaborative and supportive environment,...
- ...lives through expert financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our teams in North... ...industry!As a Wealth Advisor within Vanguard's Advice and Wealth Management division, you will develop tailored strategies that will help...Full timeWork at officeLocal areaRemote workRelocationMonday to Friday
- ...product, system or application of the Truist Wealth platform including but not limited to:... ...Lead the business analysis and project management effort to drive the strategy, continual... ...efficiency, risk management, client and advisor experience, and asset and revenue goals....Full timePart timeWork at officeShift workDay shift
- ..., while enabling them to preserve their wealth for future generations, and provide for... ...play a vital role in supporting Wealth Advisors (WAs) by providing administrative, financial... ...is an integrated national U.S. wealth management firm providing comprehensive solutions to...Permanent employmentFull timeTemporary workWork at officeFlexible hours
$215k - $400k
...Urrly is seeking a Wealth Advisor/Wealth Manager to join their team remotely across the U.S. The successful candidate will have established client relationships, a strong client retention history, and be able to serve U.S. clients. This role offers significant first-year...Remote workFlexible hours- ...A leading insurance company is seeking a Managing Director in Charlotte, NC. In this role, you will provide personalized insurance and financial solutions to clients while developing meaningful relationships. The company offers comprehensive training, mentorship, and...
- ...office is seeking an experienced Senior Vice President / Managing Director to join its advisory team. This individual will serve as a trusted advisor to HNW and UHNW families, delivering fully integrated wealth management solutions while contributing to the firm’s continued...Full timeWork at office
- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide.... ...Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The...
- ...Financial Advisor This Fortune 500 financial institution is built on the strength and depth of its client relationships - and... ...Experience ~10+ years of experience in investment advisory or wealth management ~ Proven, transferable book of business with high-net-worth...Work at office
- ...Private Wealth Advisor The Private Wealth Advisor provides world-class service to team's clients and continually strives to effectively... ...consistent with Blue Trust's approach to client counsel. Manages an affluent client base by interpreting and delivering new financial...Work at officeLocal areaNight shift
- ...This job is responsible for defining the Financial Advisor and Advisor team's overall investment management philosophy. Key responsibilities include ensuring client... ...knowledge and understanding of the suite of Wealth Management products and services Strong analytical...Work from homeShift workDay shift
$75k - $85k
...Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity... ...and implementing strategies in retirement, risk management, tax, estate, and investment planning. Primary Responsibilities...Work at officeLocal area$100 per hour
...The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect... ...the financial planning process to address retirement, risk management, estate, and tax considerations. In addition, this individual...Work at officeLocal areaRemote work2 days per week$140k - $175k
...excel at—all from Day One. Job Description U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial... ...sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- ...exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Director of... ...FA/PWA/team on the selection and oversight of investment managers, the development of asset allocation models and executes...Work experience placement
- ...self, and empowered to grow.About the Role: Wells Fargo is seeking a Technology Director in technology as part of the Wealth & Investment Management Technology team. This candidate will lead the architecture, modernization, and execution of enterprise platforms supporting...Full timeWork experience placementSecond job
$112k - $116.5k
...DescriptionAbout SiaSia is a next-generation, global management consulting group. Founded in 1999, we... ...(FDBA). Whether your expertise lies in wealth and asset management, capital markets,... .... You will act as a strategic advisor, AI operator , and execution partner, using...Work experience placementWork at officeImmediate startWorldwide3 days per week$93.4k - $128.4k
...more than $1.5 trillion in assets under management, administration and advisement as of year... ...the centralized risk function for Wealth Management Solutions, with a focus on regulatory... ...deliver for our stakeholders — clients, advisors, employees and shareholders. Our...Full timeContract workH1bWork at officeWork from homeVisa sponsorship1 day per week- ...Fargo is seeking a Senior Retail Equities Trader within Wealth and Investment Management. Learn more about our career areas and lines of business... ...ETF order flowExecute equity and ETF orders from financial advisors, internal/external money managers, and self-directed retail...Ongoing contractFull timeWork experience placementSecond jobImmediate start
- About this role:Wells Fargo is seeking a Financial Relationship Advisor in Wealth and Investment Management as part of Wells Fargo Advisors. In this digital client relationship role, you will support prospective and existing clients from a corporate office environment,...Ongoing contractFull timeWork experience placementWork at officeImmediate start
$76.32k - $127.21k
...qualified Senior Financial Planner to support advisors in all aspects of financial plan design... ...Planning. Maintain knowledge of all Wealth Planning offerings. Engage with the... ...limited to retirement, personal wealth management, risk management, and education planning...Work at officeWork from home
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Advisor - PNC Wealth Management. Be the first to apply!
- associate corporate finance Charlotte, NC
- project finance associate Charlotte, NC
- financial planning assistant Charlotte, NC
- senior wealth advisor Charlotte, NC
- financial advisor associate Charlotte, NC
- financial advisor training program Charlotte, NC
- oracle financial functional consultant Charlotte, NC
- senior financial advisor Charlotte, NC
- wealth advisor Charlotte, NC
- private wealth advisor Charlotte, NC

