PNC Financial Services Group is hiring a Financial Advisor within PNC Wealth Management in the Falls Grove, MD area. In a branch-based, collaborative environment, you will consult on investment and insurance strategies, build client relationships, and take ownership of the client experience while helping clients pursue savings, investing, and retirement objectives.

Role overview

Financial Advisors at PNC work within a highly collaborative circuit of bank branches and manage an assigned book of business. The role centers on executing an advice and planning approach designed to support clients’ savings, investing, and retirement goals, while partnering closely with branch teams and internal business partners to drive referrals and results. The position is based in Rockville, MD (onsite).

Key responsibilities

Consult on investment and insurance strategies and assist with the development of financial plans for clients.
Develop, grow, and retain an investment and insurance book of business.
Own the client experience by handling sales and service, identifying sales and/or executing opportunities, and making referrals to internal business partners as appropriate.
Acquire, expand, and maintain client relationships through business development and client networking.
Increase client loyalty and share of wallet through an exceptional client experience.
Use product and procedural knowledge to resolve client needs appropriately and efficiently.
Develop and implement investment and insurance strategies, including determining the best products to support those strategies.
Provide sound financial recommendations and guidance, establishing plans based on client needs and objectives.
Monitor financial plans and recommend changes when needed.
Coach and educate branch staff and internal business partners to identify investment opportunities; drive investment education and visibility among branch staff.
In partnership with the branch manager and/or investment sales associate, lead branch actions to achieve investment results.
Maintain regular communication with internal and external partners to build relationships that support referral activity.
Meet regularly with the branch manager and internal business partners to communicate results and review pipeline management.
Meet service level agreements on lead and referral follow up.
Adhere to all applicable laws, regulations, policies, and guidelines.

Qualifications

Typically requires a university/college degree and 2+ years of relevant professional experience.
FINRA Series 7 and 66 (or 63, 65) required.
Life and Health Insurance required.

Preferred skills

Client Prospecting
Client Relationship Building
Credit Risk Analysis
Customer Engagement
Financial Analysis
Financial Modeling
Investment Banking
Public Speaking
Relationship Building
Relationship Management

Compensation and incentives

The base salary range is USD 63,000 - 105,000 per year. The role is incentive eligible, with payment based upon company, business, and/or individual performance.

Benefits

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
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
15 to 25 vacation days each year, depending on career level

Application window

Generally, this opening is expected to be posted for two business days from 09/17/2026, though it may be longer with business discretion.

Disability accommodations

If you require an accommodation to participate in the application process, contact [email protected]. You may also call 877-968-7762 and say “Workday” for accommodation assistance. All information provided will be kept confidential and used only to the extent required to provide reasonable accommodations.

Equal employment opportunity

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the FDIA. For any registered role, the SAFE Act and/or FINRA rules may prohibit hiring individuals with certain criminal history.

California residents

Refer to the California Consumer Privacy Act Privacy Notice to understand how PNC may use or disclose personal information in hiring practices.

Financial Advisor

Job Description