Financial Advisor

Job overview

The Financial Advisor is an onsite role based in Bethesda, MD, with a salary of $75,000.00 per year. This position supports the PNC Wealth Management division by managing an assigned book of business within a bank branch. The role exists to execute advice and planning strategies focused on helping clients meet their savings, investing, and retirement goals. The advisor creates personalized solutions, collaborates with branch partners, and leverages PNC's resources to build their career.

What you'll do

• Consults on investment and insurance strategies
• develops financial plans
• grows and retains a book of business
• acquires and maintains client relationships
• coaches branch staff
• manages pipeline
• ensures compliance with policies.

What we're looking for

Skills & competencies

contract

day shift

bethesda md

pnc

financial advisor

wealth management

client relations

series 7

series 66

$75,000/yr

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, vision, 401(k) with match, pension, stock purchase, paid time off, parental leave, wellness program.

Why this role

Incentive eligible based on performance.

About the employer

PNC Financial Services Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.