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 Pittsburgh, PA. 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.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 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 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.
$90k - $100k
...Financial Advisor at CAPTRUSTJoin Our Team as a Financial Advisor at CAPTRUST!Are you passionate about helping clients achieve their... ...seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. You'll provide comprehensive financial...SuggestedTemporary workLocal areaFlexible hours- ...but not required. Series 65 or must obtain within 90 days of start date. At least 4 years sales and related industry experience in wealth management, financial planning, and investment vehicles. Strong communication skills, including public speaking, and excellent interpersonal...Suggested
- ...the status quo and help clients achieve what matters most.Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory... ..., and a fiduciary commitment to our clients. As a Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial...SuggestedFull timeWork at office
$121.27k - $170k
...the right thing.If you’re ready to grow, be challenged, and actually enjoy the team you’re on, REDW is the place to do it! Senior Wealth AdvisorWhat You’ll DoBuild and manage client relationships (new + existing)Lead client meetings and present recommendationsSupport...SuggestedWork from home- ...the status quo and help clients achieve what matters most.Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory... ...fiduciary commitment to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial...SuggestedFull timeWork at office
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Wealth Advisor in PNC Wealth Management, you will be based in Arizona.PNC is an in-office company that fosters a supportive culture where employees...Full timeTemporary workPart timeWork experience placementWork at office
$90k - $100k
Overview Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are you passionate about helping clients achieve... ...seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. You'll provide comprehensive financial...Temporary workLocal areaFlexible hours- ...We are looking for an experienced Wealth Advisor who is a relationship builder at heart, with strong communication skills and a problem-solving mindset that excels in a fast-paced and evolving organization. You are self-motivated, adept at managing client relationships...Immediate start
- ...status quo and help clients achieve what matters most. Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory... ..., and a fiduciary commitment to our clients. As a Wealth Advisor , you’ll manage ongoing client relationships, deliver holistic...Work at office
- ...equivalent work experience). 1 to 3 years of similar or related experience; minimum of two years of work experience as a Financial Advisor. Ability to achieve production goals, with minimal dependence on Credit Union referrals. FINRA Registration: SIE, Series 7, and 63/...Work experience placementLocal area
$60k
...WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their... ...:: Do the Right Thing :: One Alerus ABOUT THE ROLE: The Wealth Advisors are enhancing existing relationships and developing new business...Work experience placementLive inWork at officeFlexible hours$200k - $225k
...Description The best advisors are more than portfolio managers — they are the confidantes families turn to across generations. Lido Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations...Work at office$51.8k - $95.9k
...The Hispanic Alliance for Career Enhancement is seeking a Financial Advisor in Phoenix, Arizona. This role focuses on delivering comprehensive financial and investment planning while collaborating with team members to meet customer needs. Candidates should possess 4–6...- ...J.P. Morgan Chase is seeking a Private Client Advisor in Phoenix, AZ. The role involves offering comprehensive financial planning and investment solutions to a diverse range of clients. With a required minimum of 2 years in a Financial Advisor position, candidates must...
- ...Sequoia Financial Group seeks a Wealth Strategist to construct complex financial plans and serve as a primary contact for Private Wealth, Sentinel Family Office, and channel partners. You will collaborate with the client advisory team to exceed client expectations, leveraging...Work at office
$80k - $95k
...Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined...Work experience placementWork at office- ...aligned with their goals. You will leverage your financial expertise to deliver comprehensive solutions, including investments, retirement planning, and wealth management, while collaborating with a network of experts and utilizing advanced analytics. #J-18808-Ljbffr...
- ...Jobot is hosting a role at a top wealth management firm seeking a Wealth Strategist / Advisor in Phoenix. The candidate should have 3+ years of experience in wealth advisory (preferably with an RIA) and hold a CFP designation. The role emphasizes leading client relationships...Flexible hours
- ...objectives. You will provide tailored advice and strategies aligned with their goals, leveraging your expertise to offer comprehensive wealth management solutions. You will empower clients to make informed decisions using advanced tools and collaborate with a network of...
$123.2k - $200k
...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Wealth Advisor Regional Sales Manager within PNC's Wealth Management organization, you will be based within the footprint in PA, IL, GA, OH, MI...Full timeTemporary workPart timeWork experience placementWork at office- YO AI Labs is seeking a Personal Financial Advisor (Private Wealth) to help design AI-assisted financial guidance remotely for US clients. You will apply your expertise in budgeting, investments, retirement planning, and debt management to inform AI training data and tooling...Remote jobFor contractors
- Goldman Sachs is seeking a Private Wealth Management (PWM) advisor to build client relationships and deliver tailored wealth management advice for ultra high net worth individuals. The ideal candidate will have over four years of relevant experience, strong client focus...
- Lido Advisors seeks an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations, building a durable practice around the clients you are passionate about serving. You will own and grow a book of client relationships...Work at office
- Northern Trust seeks a qualified candidate for a role focused on managing complex wealth management client relationships in Phoenix, Arizona. The position involves developing marketing strategies and negotiating loan agreements while providing expert consulting. Candidates...
- JPMorgan Chase, a leader in financial services, seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions to a diverse set of clients. You will build relationships, educate clients on digital...
- ...Regional Lending Specialist • Serve as a resource for our Financial Professionals to develop strategies to incorporate lending into their wealth management practices • Educates Financial Professionals on all aspects of the product benefits and use • Provide customer service...Work experience placementWork at office
$90k - $100k
CAPTRUST in Phoenix, Arizona is seeking a dedicated Financial Advisor to provide investment management and comprehensive financial planning to clients. The ideal candidate will manage client relationships, educate participants, and build networks to help clients achieve...- BridgePort Financial Solutions, a wealth advisory firm in the Phoenix area, seeks a client-centered Wealth Advisor to deliver personalized investment guidance, financial planning, and relationship management. You will manage client portfolios, support long-term planning...
- Desert Financial Credit Union is seeking a Financial Advisor in Arizona to deliver holistic, relationship‑based financial planning and... ..., and apply planning across investments, retirement, risk, and wealth strategies. You will build ongoing advisory relationships through...
- A market-leading retirement company is seeking a Wealth Advisor in Phoenix to partner with clients in achieving their financial goals. Responsibilities include developing tailored investment strategies, managing a book of business, and collaborating within a team environment...
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