Financial Advisor

PNC

Financial Advisor managing client investments and insurance strategies at PNC Wealth Management in Timonium, MD. Collaborating with a team to deliver personalized financial planning and exceptional client experiences.

Posted 6/4/2026full-timeTimonium • Maryland • 🇺🇸 United StatesJuniorMid-Level💰 $75,000 per yearWebsite

About the role

Key responsibilities & impact

Consults on investment and insurance strategies, as well as the development of financial plans for clients.
Grows and retains an investment and insurance book of business.
Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
Acquires, expands and maintains client relationships through business development and client networking.
Grows client loyalty and share of wallet through an exceptional client experience.
Applies product and procedural knowledge to solve client problems appropriately and efficiently.
Develops and implements investment and insurance strategies for clients.
Determines the best products to support such strategies.
Presents sound financial recommendations and guidance to clients.
Establishes individual financial plans based on client financial needs and objectives.
Monitors financial plans and recommends changes as needed.
Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities.
Drives investment education and visibility among branch staff.
In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results.
Shows urgency with activities and leads by example.
Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management.
Meets service level agreements on lead and referral follow up.
Adheres to all applicable laws, regulations, policies and guidelines.

Requirements

What you’ll need

2+ years of relevant professional experience
Bachelor's degree
FINRA Series 7 and 66 (or 63,65) required
Life and Health Insurance required

Benefits

Comp & perks

medical/prescription drug coverage (with a Health Savings Account feature)
dental and vision options
employee and spouse/child life insurance
short and long-term disability protection
401(k) with PNC match
pension and stock purchase plans
dependent care reimbursement account
back-up child/elder care
adoption, surrogacy, and doula reimbursement
educational assistance, including select programs fully paid
a robust wellness program with financial incentives
maternity and/or parental leave
up to 11 paid holidays each year
9 occasional absence days each year, unless otherwise required by law
between 15 to 25 vacation days each year, depending on career level; and years of service

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

investment strategiesinsurance strategiesfinancial planningclient relationship managementbusiness developmentsales executionfinancial recommendationspipeline managementproblem solvingclient networking

Soft Skills

client experiencecoachingcommunicationleadershipurgencyrelationship buildingteam collaborationclient loyaltyeducationservice orientation

Certifications

Bachelor's degreeFINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65Life InsuranceHealth Insurance