Wealth Advisor - Personal Financial Planning

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