Wealth Advisor - PNC Wealth Management

SC - Charleston (29403), US💼 Full-time🗓 2026-08-09 → 2026-09-26

Core

Consults on investment and insurance strategies, develops financial plans, and grows client relationships for high-net-worth individuals.

Role type

Wealth Advisor (Financial Planning & Sales)

Builds

Individual financial plans, investment portfolios, and insurance solutions

Domain

Wealth Management / Financial Services

Deliverable

client delivery

Required skills

Investment strategy, Insurance planning, Financial planning, Client relationship management, Business development, Sales, Risk assessment, Product knowledge

Preferred skills

Client prospecting, Financial analysis, Financial modeling, Public speaking, Coaching

Technologies

FINRA Series 7, FINRA Series 66 (or 63,65), Life and Health Insurance licenses

Responsibilities

Consult on investment and insurance strategies, Acquire and maintain client relationships, Develop and implement financial plans, Coach internal business partners, Meet service level agreements on lead follow-up

Seniority

Mid-level, hands-on IC

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About pnc

PNC is executing a multi-year strategy to expand its national retail banking presence through significant investment in its physical branch network and entry into new and high-growth markets, including Atlanta, Austin, Charlotte, Dallas, Houston, Miami, Orlando, Raleigh, San Antonio, Tampa, Nashville, Chicago, Sarasota, and Winston-Salem. This includes plans to open more than 300 new branches by 2030, while continuing to renovate existing locations and strengthen the in-person customer experience. This expansion is further supported by targeted growth initiatives and strategic acquisitions tha