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Full timeFinance

Wealth Management Financial Advisor

PNC Financial Services GroupChicago, Illinois🇺🇸United StatesPosted Oct 23, 2026

Why this role stands out

Accelerate your career at a prestigious financial institution where you will enjoy the flexibility of a hybrid work environment and the support of a collaborative, integrity-driven team. This role is perfect for a relationship-focused professional eager to make a meaningful impact on high-net-worth clients while benefiting from industry-leading training and clear paths for long-term growth. Apply today to elevate your expertise and build a rewarding future with PNC.

Quick overview

SeniorityMid Senior
Employment typeFull Time
Work modeHybrid
LocationChicago, Illinois, United States
Financial AnalysisPortfolio Management

Job description

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

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