Virtual Financial Advisor - PNC Wealth Management
PNC · United States
- Hybrid
- Full-time
- $55,000 / year
- United States
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Job highlights
- Advise clients on financial strategies and plans.
- Grow and retain client investment and insurance business.
- Manage client relationships and drive business development.
- Develop and implement investment and insurance strategies.
- Educate staff and drive investment opportunities.
About the role
Virtual Financial Advisor - PNC Wealth Management
PNC Wealth Management is seeking a Virtual Financial Advisor to join their team. This role is crucial in delivering exceptional client experiences and fostering an inclusive workplace where all employees feel valued and empowered. This position may be eligible for remote work in select geographic locations, subject to approval by PNC, requiring a quiet, secure, and confidential home-based workspace. Occasional in-office participation may be required.
Job Description
The Virtual Financial Advisor will consult on investment and insurance strategies, and develop financial plans for clients. You will be responsible for growing and retaining an investment and insurance book of business, owning the client experience through efficient sales and service, identifying sales opportunities, and making referrals to internal business partners. Business development and client networking will be key to acquiring, expanding, and maintaining client relationships, ultimately growing client loyalty and share of wallet through an exceptional client experience.
You will apply product and procedural knowledge to solve client problems efficiently and develop and implement investment and insurance strategies, determining the best products to support these strategies. Presenting sound financial recommendations and guidance to clients, and establishing individual financial plans based on client needs and objectives, along with monitoring these plans and recommending changes, will be core responsibilities.
Furthermore, you will actively coach and educate branch staff and internal business partners to identify investment opportunities, driving investment education and visibility. In partnership with management, you will lead the branch team in achieving investment results, demonstrating urgency and leading by example. Strong communication with internal and external partners is essential to build relationships that drive referral activity. Regular meetings with management and business partners to review business results and pipeline management, and meeting service level agreements for lead and referral follow-up, are expected. Adherence to all applicable laws, regulations, policies, and guidelines is mandatory.
Key Responsibilities:
- Consult on investment and insurance strategies and develop financial plans.
- Grow and retain an investment and insurance book of business.
- Manage the client experience, including sales, service, and referrals.
- Acquire, expand, and maintain client relationships through business development.
- Develop and implement investment and insurance strategies.
- Present financial recommendations and establish financial plans.
- Coach and educate branch staff and internal partners.
- Drive investment education and visibility.
- Communicate regularly with partners to drive referral activity.
Qualifications:
Roles at this level typically require a university/college degree with 2+ years of relevant professional experience. A comparable combination of education, job-specific certification(s), and experience (including military service) may be considered in lieu of a degree.
- Bachelors Degree preferred.
- FINRA Series 7 and 66 (or 63,65) required.
- Life & Health Insurance licenses required.
- Bilingual Spanish preferred.
Key skills/competency:
- Financial Planning
- Investment Strategies
- Insurance Strategies
- Client Relationship Management
- Sales
- Business Development
- Financial Analysis
- Risk Management
- Customer Service
- FINRA Licenses
Skills & topics
- Virtual Financial Advisor
- Financial Planning
- Investment Management
- Wealth Management
- Client Relationship Management
- Sales
- Business Development
- Financial Services
- PNC
- Remote Work
How to get hired
- Tailor your resume: Highlight financial planning, investment, and client relationship management experience, using keywords from the job description like 'financial plans', 'investment strategies', and 'client retention'.
- Showcase relevant licenses: Clearly list your FINRA Series 7 & 66 (or 63,65) and Life & Health Insurance licenses.
- Demonstrate client focus: Emphasize your ability to manage client experience, build relationships, and drive business development through prospecting and networking.
- Prepare for interviews: Be ready to discuss your approach to financial planning, sales strategies, and how you manage risk and client needs. Mention any bilingual Spanish skills.
- Network internally: Leverage connections within PNC if possible, and research their commitment to customer focus and risk management.
Technical preparation
Behavioral questions
Frequently asked questions
- What is the salary range for a Virtual Financial Advisor at PNC?
- The base salary for this Virtual Financial Advisor position at PNC is $55,000.00 annually. This role is also incentive-eligible, with payments based on company, business, and/or individual performance.
- Is this Virtual Financial Advisor role remote or on-site at PNC?
- This Virtual Financial Advisor position may be eligible for remote work in select geographic locations, subject to approval by PNC. If approved, work must be conducted from a secure home-based workspace, with occasional in-office participation potentially required.
- What licenses are required for the Virtual Financial Advisor role at PNC?
- To be considered for the Virtual Financial Advisor position at PNC, candidates must possess FINRA Series 7 and 66 (or 63,65) licenses, as well as Life & Health Insurance licenses.
- What is the application window for the Virtual Financial Advisor position at PNC?
- The application window for this Virtual Financial Advisor role at PNC is expected to be posted for two business days from 03/27/2026, though this may be extended at the company's discretion.
- Does PNC offer sponsorship for employment visas for the Virtual Financial Advisor role?
- No, PNC will not provide sponsorship for employment visas or participate in STEM OPT for this Virtual Financial Advisor position.
- What are the key responsibilities of a Virtual Financial Advisor at PNC Wealth Management?
- Key responsibilities include consulting on investment and insurance strategies, developing financial plans, growing and retaining business, managing client experiences, business development, and educating staff on investment opportunities.
- What is the educational requirement for the Virtual Financial Advisor role?
- Roles at this level typically require a university/college degree, with 2+ years of relevant professional experience. A comparable combination of education, job-specific certification(s), and experience may be considered in lieu of a degree.
- How can I apply for the Virtual Financial Advisor job at PNC?
- To apply for the Virtual Financial Advisor position at PNC, you should submit your application through their careers portal. Ensure your resume highlights relevant experience and qualifications, including required licenses and any bilingual skills.
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