Wealth Management Financial Advisor

PNC Financial Services Group is seeking a Financial Advisor in PNC Wealth Management to deliver comprehensive financial planning and investment guidance to high-net-worth clients. You will assess client goals, design tailored portfolios, and provide retirement, tax, and estate planning strategies while ensuring regulatory compliance. In this relationship-driven role, you'll cultivate new business, deepen existing relationships, and collaborate with internal specialists. PNC offers robust training, clear career paths, and a culture grounded in integrity, inclusion, and community impact within a stable, leading financial institution.

Responsibilities

• Provide comprehensive financial planning and investment advice to high-net-worth clients.

• Develop customized wealth management strategies aligned with client goals and risk tolerance.

• Manage and monitor client investment portfolios, adjusting strategies as needed.

• Prospect, acquire, and grow new client relationships to expand the book of business.

• Deepen existing relationships through proactive communication and ongoing reviews.

• Collaborate with internal specialists in tax, trust, and banking to deliver integrated solutions.

• Ensure all recommendations comply with regulatory, legal, and internal policy requirements.

• Prepare and present financial plans, proposals, and performance reports to clients.

• Maintain detailed client records using CRM and financial planning tools.

• Participate in continuous learning to stay current on markets, products, and regulations.

Required Skills

• Financial planning

• Investment portfolio management

• Wealth management

• Risk assessment and mitigation

• Retirement and estate planning

• Client relationship management

• Financial analysis and modeling

• Regulatory and compliance knowledge

• Sales and business development

• CRM and financial planning software