Wealth Advisor
$63.75k - $127.5kPNC
Wealth StrategistAt 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 Strategist within PNC Wealth Management, you will be based in Phoenix, AZ. 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 DescriptionDevelops, consults on and implements matters of tax, estate and financial planning for clients, with guidance from team members or management. Assists in the acquisition of new clients. Retains, expands and deepens existing relationships.Conducts research, as appropriate, and develops tax, estate and financial analyses and plans. Makes generally accepted recommendations to team and may make recommendations to clients.Retains and grows assets under management by working directly and meeting with clients and Centers of Influence and providing advice and implementation under the guidance of senior team members.Identifies solutions and PNC services as sales opportunities to enhance existing client relationships.Develops new client relationships through networking, prospecting and referrals.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.Preferred SkillsCapital Management, Client Prospecting, Client Relationship Building, Competitive Advantages, Decision Making, Financial Operations, Investment Banking, Revenue RecognitionCompetenciesAccuracy and Attention to Detail, Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investments, Managing Multiple Priorities, Networking, Problem Solving, Products and Services, Value SellingWork ExperienceRoles 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.EducationBachelorsCertificationsNo Required Certification(s)LicensesNo Required License(s)Pay TransparencyBase Salary: $63,750.00 – $127,500.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education.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 ResidentsRefer 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.
$120k - $200k
...ranked among Barron's Top 100 Independent Registered Investment Advisors globally. Our values-Accountability, Curiosity, Teamwork,... ..., self-driven individual to join our Client Advisory Team as a Wealth Advisor. In this role, you will offer comprehensive wealth planning...SuggestedTemporary workWork experience placementLocal areaFlexible hours- ...features. Direct message the job poster from Somers Partnership Executive Search | Family Office | Wealth Management Top-10 bank looking for an accomplished Wealth Advisor based in Washington. Are you a proven Wealth Advisor with a strong external network looking for...SuggestedFull timeWork at office
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$63.75k - $127.5k
...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's Wealth Management organization, you will be based in the Greater Washington area. PNC is an in-office company that...Full timeTemporary workPart timeWork experience placementWork at office$75k - $160k
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$120k - $200k
Curi Capital is seeking a passionate Wealth Advisor to join our Client Advisory Team in Washington, DC. The position involves offering comprehensive wealth planning advice while developing new client relationships through community involvement and referrals. The ideal...- J.P. Morgan in Northern Virginia is seeking a Private Client Advisor who will provide comprehensive financial planning and personalized investment solutions to individuals and families. You will be responsible for building a book of business while fostering a culture of...
- Bank of America is seeking candidates for the Merrill Advisor Development Program - Financial Advisor to identify client needs, build... ...banking and investment partners, training, licensing, and a path to a successful wealth management career. #J-18808-Ljbffr Bank of America
- Fairygodboss is seeking a Private Client Advisor to join Chase Wealth Management in College Park, MD. In this role, you will provide comprehensive financial planning and advice to a diverse array of clients, from those just starting to save to those with significant wealth...
- A leading financial services company is seeking a Private Client Advisor to offer comprehensive financial planning and investment solutions. This role involves building client relationships and delivering personalized advice while fostering a culture of diversity and inclusion...
- F.N.B. Corporation invites applications for a Financial Advisor at our Bethesda, MD office. The role focuses on servicing existing clients... ...with business goals. You will manage relationships, cross-sell wealth management products, maintain files, and ensure FINRA licensing...Work at office
- ...Job Description Job Description Associate Advisor Greater Seattle Area ISC's Financial Services Recruiting Team is partnering... ...United States. The firm specializes in delivering customized wealth management and investment advisory solutions to ultra-high-net-...For contractorsWork at office
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- Company DescriptionProSidian is a Management and Operations Consulting Services firm that delivers value to clients through tailored solutions grounded in industry-leading practices. ProSidian provides enterprise services/solutions for Risk Management, Compliance, Business...Full timeContract workTemporary workFor contractorsWork at officeRemote workFlexible hours
- A leading wealth management firm is looking for a Private Wealth Advisor in Washington, D.C. to build long-lasting client relationships and guide them through complex financial decisions. Ideal candidates will possess a strong network, high emotional intelligence, and...
- TwinThread is seeking a Financial Advisor in College Park, Maryland. In this role, you will build strong client relationships and provide personalized investment solutions while promoting a culture of diversity. The position requires a deep understanding of financial markets...
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$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal...Full timeContract workFor contractorsWork at office- ...Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military... ...financial plan that includes: Savings/banking Investments/wealth management Training and licensing support First Command offers...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...Financial Aid Advisor (Open) Responsible for providing guidance, explaining policies, and helping to secure the necessary funding for students to attend college. Responsibilities include: Guide students and parents(families) through the financial aid process,...Weekend workAfternoon shift
$80k - $90k
...Job Overview Merrill Wealth Management is a leading wealth‑management provider focused on goal‑based financial planning and investment products. The Merrill Advisor Development Program (MDP) offers a structured path to become a financial advisor for high‑net‑worth clients...Interim roleWork at officeImmediate startDay shift$20.09 - $33.48 per hour
Location: The Center for Cancer & Blood Disorders Pay Range: $20.09 - $33.48 Job Description Summary: A Financial counselor serves as the liaison between the patient and the practice by coordinating payments, assistance, monitoring patient balances, and streamlining...Immediate startRemote workMonday to FridayShift workWeekend work
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