wealth advisor

Corient

<div>
 
 
 Description
 
 
 
 At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
 
 
 
 
 
 We are seeking a highly motivated, experienced, and client-focused Wealth Advisor to join our growing team. This position will play a pivotal role in delivering comprehensive financial planning and investment management services to high net worth and ultra-high net worth individuals and families. The ideal candidate is a strategic thinker, a strong communicator, and a trusted fiduciary who thrives in a collaborative, client-first environment. This position will report to a Managing Partner.
 
 
 
 
 
 
 
 
 Responsibilities
 
 
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 Serve as primary advisor and relationship manager on key client relationships providing wealth management and investment advice to ultra-high net worth and high net worth clients.
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 Lead client meetings, ensuring a high level of service and proactive communication by managing all aspects of the client relationship experience with both internal and external teams.
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 Coordinate and lead the delivery of Corient&rsquo;s full spectrum of client solutions&mdash;including investment management, financial planning, tax strategy, family office services, wealth transfer, and trustee support&mdash;to ensure a seamless and holistic client experience.
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 Through a robust discovery process, identify and prioritize key client investment and wealth planning needs and objectives. With the client&rsquo;s input, determine short and long-term deliverables and develop a plan to accomplish them.
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 Contribute to business development efforts by cultivating client referral sources, building centers of influence and participating in thought leadership.
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 Mentor and support Associate Wealth Advisors and Associate Wealth Planners.
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 Stay current on finance markets, tax laws, and planning strategies to provide informed advice.
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 Qualifications &amp; Requirements
 
 
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 Bachelor's degree in Finance, Economics, or a related field; advanced degree or MBA preferred.
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 8+ years of proven experience in Wealth Management or similar role; experience with high net worth and ultra-high net worth clients required.
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 CFP, CFA, CPA, JD, or MBA required.
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 Proven track record of managing client relationships and delivering comprehensive advice.
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 Strong growth mindset with a focus on winning and retaining clients.
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 Excellent interpersonal, communication, and presentation skills.
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 Demonstrated ethical and professional behavior, adhering to industry regulations and compliance standards.
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 Competencies
 
 
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 Strong analytical and problem-solving skills
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 Communicate effectively, both orally and in writing
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 High emotional intelligence and situational awareness
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 Pay Information
 
 This position is exempt and is paid according to the laws of the State of California. The pay range for this position is
 
 $125,000 to $175,000 per year.
 
 We are required to provide a reasonable estimate of the compensation range for this role.
 
 This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.
 
 
 This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
 
 
 
 
 
 
 
 Physical Requirements
 
 This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
 
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 This position may require the ability to lift up to 15 pounds.
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 This position is required to work onsite 4 days per week.
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 U.S. Eligibility Requirements
 
 Must be 18 years of age or older.
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 Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
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 Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
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 Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
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 Must be willing to execute Corient&rsquo;s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.
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 What You can Expect from Us
 
 Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:
 
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 401(k) Plan with Employer Matching
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 Four Medical Plan options that is generously subsidized by Corient
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 Employer paid Dental, Vision &amp; Life and AD&amp;D Insurance
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 Employer paid Short-term &amp; Long-term Disability
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 Paid Maternity &amp; Parental Leave
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 Flexible Spending Accounts &amp; Health Savings Accounts
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 Dependent Care FSA
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 Commuter &amp; Transit FSA
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 Corporate Discount Program - Perkspot
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 Training Reimbursement
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 Paid Professional Designations
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 Giving back to the community - Volunteer days
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 Corient is one of the fastest-growing wealth management platforms in the United States. We serve more than 10,000 clients and manage over $100 billion of assets through offices located across the country. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients. Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities. We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
 
</div>

Wealth Advisor

StashAway

<div>
 
 About Job
 
 
 
 
 
 StashAway is a digital investment platform that was launched in 2017 to empower people to build and protect wealth in the long term. Offering simple, intelligent, and cost-effective investment and cash management solutions, with dedicated offerings for retail and high-net-worth investors. StashAway has led the way in transforming the way people invest and grow wealth. Today, StashAway operates in five markets, Singapore, Malaysia, Hong Kong, the UAE, and Thailand, with billions of dollars in assets under management. We were ranked among CNBC&rsquo;s World&rsquo;s Top Fintech Companies in 2023 and 2024.
 
 
 
 
 
 
 We are looking for an experienced Wealth Advisor to guide our existing and prospective high value clients in their investment decisions with StashAway. This is a unique opportunity to join a start-up team to further build StashAway UAE. You will report directly to the Country Manager to strategise and execute AUM impacting initiatives. Within this role, you will work on both short-term and long-term goals, build customer and prospecting relationships, identify AUM growth opportunities, hit quarterly targets and deliver on weekly input KPIs. As part of our dynamic team, you'll also have the opportunity to work alongside industry leaders and innovators, shaping the future of finance.
 
 
 
 
 
 Responsibilities
 
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 Develop a continuous prospect pipeline to achieve AUM targets and expand StashAway's customer base
 
 
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 Proactively assist clients to understand their needs and objectives; effectively communicate StashAway's product value proposition through proposals and presentations
 
 
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 Manage and deepen client relationships to retain and grow existing HNW clients and reinvigorate churned clients
 
 
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 Provide understanding of the markets and StashAway products for the benefit of the client and to deepen loyalty with the brand
 
 
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 Deliver seminars on a variety of financial and market topics to nurture current and prospective clients
 
 
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 Have up-to-date knowledge of financial products for HNW, and be able to communicate on it to clients in both written and verbal form
 
 
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 Projects They Might Work On:
 
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 Establishing a Financial Wellness Program where you are required to
 
 
 proactively reach out to companies to deliver educational sessions.
 
 
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 Organizing client facing events
 
 
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 Revamping our client engagement model
 
 
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 Accountabilities of the role:
 
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 Driving existing HNW / Premium client AUM
 
 
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 Proactively identifying and onboarding new clients
 
 
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 Hands-on and build long-term client relationships
 
 
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 Benefits
 
 
 
 
 
 
 Employee financial and physical well-being
 
 
 
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 Compensation package: You will receive a competitive total compensation package that includes employee stock options if you are a full-time employee.
 
 
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 Comprehensive insurance coverage: Free panel outpatient GP clinic visits, group hospitalisation and surgical insurance, and Covid hospitalisation insurance coverage (conditions apply).
 
 
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 Management fee discount: You will receive an employee discount on your asset management fees when you invest with StashAway.
 
 
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 Flexible work arrangements and policies
 
 
 
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 Work-from-home policy: You may choose to work from home or the office depending on what works best for you and your team.
 
 
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 Work-from-anywhere policy: You may request to work remotely for up to eight weeks in another country.
 
 
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 Unlimited paid annual leave: It should be simple for you to decide if you would like to take more or fewer days off. We trust that you are accountable for your work and know best if you need 10 or 30 days of paid annual leave that year.
 
 
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 Personal work equipment budget: It&rsquo;s important that you have a workstation that&rsquo;s optimal for you wherever you are.
 
 
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 Learning and development opportunities
 
 
 
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 Annual L&amp;D budget: You will be given an annual Learning and Development budget to help you continuously learn in your pursuit of your professional and personal development. You may use the budget for resources and tools that may help you perform better at work.
 
 
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 Team bonding budget and initiatives
 
 
 
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 Quarterly team bonding budget: We encourage you to socialise with colleagues across job functions, departments, and entities to know them better as individuals beyond what they professionally do.
 
 
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 Annual off-sites (Sept): Each off-site gathers all employees for a full day of company-wide team bonding activities and challenges.
 
 
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</div>

National Bank of Oman

<div>
 
 
 Core Responsibilities
 
 
 
 
 Client Relationship &amp; Account Management
 
 
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 Act as primary point of contact for assigned wealth clients, ensuring high standards of service and responsiveness.
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 Manage all account-related operations, including onboarding, KYC updates, documentation, and transactional coordination.
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 Understand client profiles, preferences, and financial needs to match them with suitable existing investment desk offerings without making direct advisory calls.
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 Responsibility about being up to date with the market and have experience in determining the right opportunities.
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 </ul>
 
 
 
 
 
 Service Coordination &amp; Execution
 
 
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 Coordinate with internal investment product specialists, legal, compliance, and operations to deliver client requests efficiently.
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 Ensure smooth execution of trades, product subscriptions, redemptions, account openings, and reporting&mdash;without advisory discretion.
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 Client Experience &amp; Retention
 
 
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 Provide ongoing relationship management, conduct regular engagement calls/meetings to maintain client satisfaction.
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 Identify opportunities for up-selling and cross-selling approved products, referring leads to licensed advisory teams.
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 Support client events, portfolio review meetings (as an observer/coordinator), and ensure premium client experience.
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 Compliance &amp; Risk Control
 
 
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 Ensure strict adherence to non-advisory regulatory frameworks, ensuring no personal recommendation or suitability call is made.
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 Maintain accurate records of interactions, ensuring compliance with KYC, AML, FATCA, CRS, and internal governance.
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 Escalate client requests to appropriate licensed advisors or product teams where advisory input is required.
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 Academic &amp; Key Skills
 
 
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 Graduate with a degree in Banking, Finance or a related subject.
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 CFA or CISI qualification would be an added advantage.
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 Experience in private banking, wealth management service desk, or high-net-worth client relationship roles.
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 Strong relationship management skills with ability to handle elite clientele professionally.
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 Excellent coordination and process management, with sharp attention to documentation accuracy.
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 Understanding of banking products, investment desk structure, and internal process flow, but operating under a non-advisory mandate.
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 Strong communication, confidentiality, and client-handling etiquette.
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 Minimum of 5 years&rsquo; experience
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 Success Indicators
 
 
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 High client satisfaction scores
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 Strong client retention and engagement metrics
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 Efficient coordination with internal advisory desks and product teams
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 Zero compliance breaches related to advisory boundaries or documentation
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 </ul>
</div>

First Western

<div>Director, Senior Wealth Advisor

Location: Broomfield, CO (In-Office)

Job Type: Full-time Exempt

Salary: $166,000 - $249,000/YR *Actual offer will be based on experience, location, education, and/or skills* 


Applications should be submitted for consideration no later than 04/30/2026. 


____________________________________________________________________________________________ 

<h3 class="jobSectionHeader">
Who We're Looking For</h3>

You're a seasoned wealth management leader with a strong track record of advising high-net-worth clients and growing relationships through trust, expertise, and strategic insight. You bring deep financial planning knowledge, a relationship-first mindset, and the ability to simplify complex concepts with confidence and clarity. You're energized by business development, mentoring others, and elevating the overall client experience. If you thrive in a role that blends leadership, growth, and elite client service, this role is for you. 

<h3 class="jobSectionHeader">
About the Role</h3>

The Director, Senior Wealth Advisor leads the delivery of comprehensive wealth management solutions for high-net-worth clients while driving business growth through networking, referrals, and strategic partnerships. This role serves as the primary advisor, creating personalized financial plans that integrate investment management, estate planning, tax strategy, and risk management. You will build trusted relationships by translating complex financial concepts into clear, actionable guidance and maintaining alignment through proactive client reviews. The position also focuses on mentoring and developing advisors, strengthening planning capabilities, and ensuring a consistent, high-quality client experience across the Wealth team.<h3 class="jobSectionHeader"> 
</h3>
<h3 class="jobSectionHeader"> What You'll Do</h3>
<ul><li>Identify and pursue new client opportunities through networking, referrals, and strategic partnerships to grow the wealth advisory business.</li>
<li>Serve as the primary advisor for high-net-worth clients by developing and delivering comprehensive, personalized financial plans.</li>
<li>Prepare and present proposals that showcase First Western's fiduciary, planning, and investment capabilities.</li>
<li>Build long-term client relationships through proactive outreach, regular plan reviews, and clear, simplified communication.</li>
<li>Partner with product, compliance, and training teams to ensure solutions align with firm standards and best practices.</li>
<li>Mentor and coach advisors to strengthen planning expertise, client engagement, and overall team performance.</li></ul> 


What You Bring
<ul>
<li>Bachelor's degree in Business, Finance, or a related field required; Master's degree preferred.</li>
<li>10&ndash;15 years of experience in wealth management, including comprehensive financial planning.</li>
<li>5&ndash;7 years of management experience.</li>
<li>CFP certification required.</li>
<li>Proven success in business development, prospecting, and relationship growth.</li>
<li>Experience leading complex planning engagements across investments, trust, estate planning, tax strategy, and philanthropy.</li>
<li>Strong leadership, coaching, and mentoring capabilities.</li>
<li>High emotional intelligence, integrity, and professionalism.</li>
<li>Exceptional communication skills with the ability to simplify complex financial concepts.</li>
<li>Deep understanding of financial planning tools, workflows, and client experience design.</li>
<li>Ability to influence across teams and lead effectively through change.</li></ul> 

<h3 class="jobSectionHeader">
What We Offer</h3>
Competitive base salary: $166,000 - $249,000/YR, plus strong bonus potential. 
<ul><li>
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401(k) plan with employer match. 
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Paid parking and transportation benefits. 
<li>
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Comprehensive health and wellness benefits, including: 
Health savings accounts (HSA) 
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</li>
Flexible spending accounts (FSA) 
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</li>
Medical, dental, and vision coverage 
<li>
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</ul></li>Generous paid time off and bank holidays. 
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Access to training and professional development programs. 
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Sponsorship and support for obtaining professional certifications. 
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<li>A culture of collaboration, continuous improvement, and shared success.</li>
</ul>
____________________________________________________________________________________________
<h3 class="jobSectionHeader">
Who We Are</h3>

At First Western Trust, we're more than just a financial institution&mdash;we're a team of forward-thinkers committed to excellence, innovation, and impact. Our culture thrives on teamwork and mutual respect, grounded in the belief that diverse perspectives fuel creativity and help us tackle challenges in fresh, effective ways.

We celebrate each other's successes, welcome new ideas, and take personal ownership in everything we do. A genuine desire to positively impact our clients, communities, and one another drives our work. We meet challenges with a growth mindset, act with urgency and accountability, and constantly strive to raise the bar for ourselves and our clients.

Leadership at First Western means setting an example and fostering a culture of trust, transparency, and respect. Whether you're just beginning your journey or bringing years of experience, you'll find a welcoming community where your contributions are valued and your potential is boundless.

We expect our people to:
<ul>
<li>Demand and reward excellence.</li>
<li>Take action and responsibility.</li>
<li>Collaborate, communicate openly, and give/receive feedback with trust.</li>
<li>Go above and beyond to do what's right&mdash;always.</li>
</ul>
If that sounds like you, you'll fit right in.

Learn more at myfw.com or email Talent.Management@myfw.com.
<h3 class="jobSectionHeader">
Equal Opportunity Employer</h3>

First Western Trust is proud to be an Equal Opportunity Employer. We are committed to creating a diverse, inclusive, and respectful workplace where every team member is valued and given the opportunity to thrive. We welcome applicants of all backgrounds and experiences and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status. For accommodation requests, please contact Talent.Management@myfw.com.</div>

Director, Senior Wealth Advisor

Masterworks

<div><h2 class="jobSectionHeader">About Masterworks</h2>
Masterworks Advisers is a Registered Investment Adviser that advises clients on art-related investment products. We allow anyone to invest in SEC-qualified shares of multi-million dollar paintings by artists like Banksy, Basquiat, and Picasso. We have introduced over 1 million individuals to the $2.2 trillion art market.
Masterworks has been covered by The New York Times, CNBC, The Wall Street Journal, and the Financial Times, and was recognized as one of the Top 50 Startups in the US by LinkedIn. In 2021, we achieved unicorn status with a $110M Series A at a valuation exceeding $1 billion. We are based at 1 World Trade Center in New York City's Financial District.
<h2 class="jobSectionHeader">Why Masterworks?</h2>
If you answered &quot;Yes&quot; to any of the below, we'd love to hear from you!
<ul><li>Are you passionate about democratizing alternative investments?</li><li>
Are you interested in working for a disruptive start-up, focused on a new asset class?</li><li>
Do you enjoy meaningful work that has a noticeable impact on business performance?</li></ul>
<h2 class="jobSectionHeader">Position Overview</h2>
As a Senior Investment Adviser for Masterworks Advisers, you will be a trusted, high-impact contributor on our advisory team &mdash; bringing deep financial expertise and a proven track record of client relationship management, and play a pivotal role in growing our investor community &mdash; whether guiding prospective investors through their first art investment or nurturing relationships with our established member base.
You will be matched to one of two senior advisory tracks based on mutual fit identified during the interview process:
<ul><li>New Investor Onboarding (Senior): Lead complex onboarding engagements with high-net-worth and sophisticated prospective clients. Set the standard for advisory quality, providing investment recommendations on fine art and other real or digital assets (gold, Bitcoin, etc.) .</li><li>
Existing Investor Growth (Senior): Own a portfolio of established investors, driving significant repeat investment activity through proactive outreach, annual portfolio reviews discussing highlights and lowlights, and strategic presentation of new offerings. Maximize investor lifetime value and wallet share.</li></ul>
In either track, you will combine expertise in financial markets, portfolio construction, and macroeconomics with refined relationship skills to deliver an exceptional investor experience. Comprehensive training on the art market, art as an asset class, and Masterworks offerings is provided.
<h2 class="jobSectionHeader">Responsibilities</h2>
<ul><li>Serve as a senior adviser to prospective or existing investors, delivering highly consultative guidance on blue-chip art as an alternative asset and other real or digital assets (gold, Bitcoin, etc.)</li><li>
Lead portfolio reviews, present new artwork investment opportunities, and drive investment decisions with confidence and credibility</li><li>
Strategically re-engage high-value inactive or lapsed investors and convert them back into active platform members (existing investor track)</li><li>
Cultivate and grow deep, long-term relationships with a sophisticated investor base to maximize investment activity and lifetime value</li><li>
Leverage CRM tools and data dashboards to optimize pipeline management, outreach strategy, and performance metrics</li><li>
Ideate, design, and test advanced strategies to identify new growth vectors and consistently exceed KPIs</li><li>
Collaborate cross-functionally with Product, Marketing, and FinOps to drive specific business objectives</li></ul>
<h2 class="jobSectionHeader">Team Overview</h2>
<ul><li>Masterworks Advisers is a team of ~15 advisers and growing, with Senior Advisers playing a leadership role within the group</li><li>
Advisers come from diverse professional backgrounds; Senior Advisers are expected to model excellence and raise the bar for the team</li><li>
Track placement (new investor onboarding vs. existing investor growth) is determined collaboratively during the interview process</li></ul>
<h2 class="jobSectionHeader">Requirements &amp; Preferred Skills</h2>
<ul><li>5+ years of experience in investment advising, financial advising, or a similar client-facing role</li><li>
Demonstrated track record of managing high-value client relationships and achieving strong revenue or growth outcomes</li><li>
Ability to communicate with sophistication, authority, and professionalism with high-profile and high-net-worth investors (verbal and written)</li><li>
Deep interest in alternative assets, financial markets, and macroeconomics</li><li>
Excellent organizational, problem-solving, relationship-building, and time management skills</li><li>
Series 65 license from FINRA (required)</li><li>
Highly results-driven with a competitive, ownership-oriented mentality</li><li>
Proven ability to lead and perform in a fast-paced, high-volume environment</li><li>
Proficiency with CRM tools strongly preferred (e.g., HubSpot)</li><li>
Passion for the &quot;business of art&quot; is a plus &mdash; no prior art knowledge required</li></ul>
<h2 class="jobSectionHeader">Compensation &amp; Benefits</h2>
Compensation range: $150,000 &ndash; $200,000
Benefits include: Daily catered lunches &middot; Free admission to art museums and galleries &middot; Health, dental, and vision coverage with FSA options &middot; Paid Parental Leave &middot; PTO and 401k &middot; Discounted Equinox membership &middot; Happy hours, company outings, social clubs, and more</div>

Senior Wealth Advisor

PNC Financial Services Group

Job Profile
 
Position Overview
 At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a(n) [position title] within PNC's [name of division] organization, you will be based in [city/state location of position].
 
PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.
 
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
 
Job Description
 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 internal business partners to identify investment opportunities. Drives investment education and visibility among internal business partners. 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 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.
 
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
 Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
 Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
 
Qualifications
 
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
 
Preferred Skills Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management
 
Competencies Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling.
 
Work Experience Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
 
Education Bachelors
 
Certifications No Required Certification(s)
 
Licenses FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.
 
Pay Transparency
 Base Salary: $75,000.00 – $125,000.00
 
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
 
Application Window
 Generally, this opening is expected to be posted for two business days from 03/19/2026, although it may be longer with business discretion.
 
Benefits
 PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: 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.
 
In addition, PNC generally provides the following paid time off, depending on your eligibility: 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.
 
To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com .
 
Disability Accommodations Statement
 
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
 
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
 
Equal Employment Opportunity (EEO)
 
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 Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
 
California Residents
 
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Wealth Advisor - PNC Wealth Management

Job Profile
 
Position Overview
 At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a(n) [position title] within PNC's [name of division] organization, you will be based in [city/state location of position].
 
PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.
 
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
 
Job Description
 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 internal business partners to identify investment opportunities. Drives investment education and visibility among internal business partners. 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 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.
 
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
 Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
 Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
 
Qualifications
 
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
 
Preferred Skills Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management
 
Competencies Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling.
 
Work Experience Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
 
Education Bachelors
 
Certifications No Required Certification(s)
 
Licenses FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.
 
Benefits
 PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: 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.
 
In addition, PNC generally provides the following paid time off, depending on your eligibility: 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.
 
To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com .
 
Disability Accommodations Statement
 
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
 
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
 
Equal Employment Opportunity (EEO)
 
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 Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
 
California Residents
 
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

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Wealth Advisor - PNC Wealth Management

Wealth Advisor - PNC Wealth Management