Virtual Financial Advisor - PNC Wealth Management

Overview

This role involves providing virtual investment and insurance advice within the organization’s Wealth Management team. Work is remote within the organization’s footprint and may be eligible for remote work in select geographic locations, subject to approval. If approved, the work must be conducted from a quiet, secure, and confidential home-based workspace. Occasional in-office participation may be required based on business needs.

Note: CST/PST and bilingual Spanish are preferred.

This position is not eligible for employment visa sponsorship and the organization will not participate in STEM OPT for this role.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain an investment and insurance book of business.
• Own the client experience by efficiently 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 by delivering an exceptional client experience.
• Apply product and procedural knowledge to solve client problems appropriately and efficiently.
• Develop and implement investment and insurance strategies for clients.
• Determine the best products to support client strategies.
• Present sound financial recommendations and guidance.
• Establish and monitor individual financial plans based on client needs and objectives, recommending changes as needed.
• Actively and regularly coach and educate branch staff and internal business partners to identify investment opportunities.
• Drive investment education and visibility among branch staff.
• Partner with the branch manager and/or investment sales associate to lead branch actions aimed at achieving investment results.
• Lead by example with urgency in activities and maintain regular, effective communication with internal and external partners to support referral activity.
• Meet regularly with the branch manager and other internal partners to communicate and review business results and pipeline management.
• Meet service level agreements on lead and referral follow up.
• Adhere to all applicable laws, regulations, policies, and guidelines.

Qualifications

• 2+ years of relevant professional experience.
• Roles at this level typically require a university/college degree; in lieu of a degree, a comparable combination of education, job-specific certification(s), and experience (including military service) may be considered.
• Bachelor’s degree.
• No required certification(s).
• No required license(s).

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

Compensation & Benefits

Base Salary: $55,000.00 – $55,000.00

Salaries may vary based on geographic location, market data, and on individual skills, experience, and education. This role is incentive eligible, with payment based on company, business, and/or individual performance.

Depending on eligibility, benefits for full-time employees may include:

• Medical/prescription drug coverage (with a Health Savings Account feature), dental, and vision
• Employee and spouse/child life insurance
• Short and long-term disability protection
• 401(k) with organization 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)
• Wellness program with financial incentives

Paid time off (depending on eligibility) may include:

• 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
• Additional time off based on years of service

Location

Remote within the organization’s footprint (subject to approval for select geographic locations). Home workspace must be quiet, secure, and confidential. Occasional in-office participation may be required based on business needs.

Additional Information

• Application window: Generally expected to be posted for two business days from 06/26/2026 (may be longer with business discretion).
• 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 hiring individuals with certain criminal history.
• California Residents: Refer to the California Consumer Privacy Act Privacy Notice to understand how personal information may be used or disclosed during hiring practices.

Equal Employment Opportunity & Disability Accommodations

The organization 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.

Reasonable accommodations are available to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their position.