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Full timeFinance

Wealth Management Financial Advisor

PNC Financial Services GroupUniontown, Pennsylvania🇺🇸United StatesPosted Sep 26, 2026

Why this role stands out

This hybrid Wealth Management Financial Advisor role at PNC offers a fantastic opportunity to grow your career by providing comprehensive financial guidance to high-net-worth clients and collaborating with a network of specialists. You'll thrive here if you're driven by client success, possess strong financial planning skills, and are eager to expand your book of business within a reputable organization that values continuous learning and integrity. Consider applying to leverage your expertise and make a significant impact.

Quick overview

SeniorityMid Senior
Employment typeFull Time
Work modeHybrid
LocationUniontown, Pennsylvania, United States
Financial Analysis

Job description

PNC Financial Services Group is seeking a Wealth Advisor to deliver comprehensive financial planning and investment guidance to high-net-worth and emerging affluent clients. In this Financial Services role, you will assess goals, risk tolerance, and cash-flow needs to design customized strategies across banking, insurance, and investments. You will deepen relationships, grow a book of business, and collaborate with specialists while upholding PNC's culture of integrity, inclusion, community impact, and continuous learning within a performance-driven, client-focused environment.

Responsibilities

  • Provide holistic wealth and financial planning solutions to high-net-worth and mass-affluent clients.
  • Analyze client goals, risk tolerance, and time horizon to design customized investment and retirement strategies.
  • Proactively manage client relationships, conducting regular portfolio reviews and financial check-ins.
  • Collaborate with banking, insurance, and investment partners to deliver integrated financial solutions.
  • Ensure all advice and activities comply with regulatory, risk, and PNC policy standards.
  • Identify new business opportunities, deepen existing relationships, and meet growth and sales goals.
  • Prepare proposals, financial plans, and presentations using PNC tools and platforms.
  • Stay current on markets, products, tax changes, and industry trends to advise clients effectively.
  • Document client interactions and maintain accurate records in CRM and related systems.
  • Participate in community and networking events to enhance PNC's presence and generate referrals.

Required Skills

  • Wealth management
  • Financial planning
  • Retirement planning
  • Investment portfolio construction
  • Risk assessment and mitigation
  • Client relationship management
  • Regulatory and compliance knowledge
  • Tax-efficient investing concepts
  • Financial analysis and modeling
  • Sales and business development

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