Overview
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 Financial Solutions Advisor within PNC's Wealth Management, you will be based in our Maple Lawn, MD location. Job Profile: R209989 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. Responsibilities
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 branch business development and outbound calling. 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. Maintains 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. Qualifications
Pay Transparency
– Base Salary: $40,700.00 – $108,900.00. Salaries may vary based on geographic location, market data and on individual skills, experience, and education. Licenses
– FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required. Education
– Associates degree Certifications
– No Required Certification(s) Work Experience
– Roles at this level typically require a university/college degree with
Competencies
– Coaching Others, Customer Experience Management, Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting, Sales Tasks and Activities, Selling. Benefits & Additional Information
PNC offers a comprehensive range of benefits to help meet your needs now and in the future, including medical/prescription coverage, dental and vision, life insurance, disability protection, 401(k) with match, pension and stock purchase plans, dependent care, back-up care, educational assistance, and wellness programs. Paid time off: maternity/parental leave, up to 11 paid holidays, 9 occasional absence days, 15–25 vacation days depending on career level, and years of service. Application Window: Generally posted for two business days from 01/21/2026, may be longer with business discretion. For more information about benefits for full-time and part-time employees, visit pncthrive.com. Disability Accommodations & EEO
Disability Accommodations Statement: If an accommodation is required to participate in the application process, contact AccommodationRequest@pnc.com. Include “accommodation request” in the subject line and provide your name, job ID, and preferred contact method. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information will be kept confidential as required to provide needed reasonable accommodations. PNC fosters an inclusive and accessible workplace. Reasonable accommodations are available to employment applicants and qualified individuals with a disability who need them to perform essential job functions. Equal Employment Opportunity (EEO): PNC provides equal employment opportunity regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other protected categories. FDIA/SAFE Compliance: This position is subject to the FDIA and applicable FINRA/Mortgage licensing requirements where applicable. California Residents: Refer to the California Consumer Privacy Act Privacy Notice regarding use of personal information in hiring practices.
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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 Financial Solutions Advisor within PNC's Wealth Management, you will be based in our Maple Lawn, MD location. Job Profile: R209989 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. Responsibilities
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 branch business development and outbound calling. 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. Maintains 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. Qualifications
Pay Transparency
– Base Salary: $40,700.00 – $108,900.00. Salaries may vary based on geographic location, market data and on individual skills, experience, and education. Licenses
– FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required. Education
– Associates degree Certifications
– No Required Certification(s) Work Experience
– Roles at this level typically require a university/college degree with
Competencies
– Coaching Others, Customer Experience Management, Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting, Sales Tasks and Activities, Selling. Benefits & Additional Information
PNC offers a comprehensive range of benefits to help meet your needs now and in the future, including medical/prescription coverage, dental and vision, life insurance, disability protection, 401(k) with match, pension and stock purchase plans, dependent care, back-up care, educational assistance, and wellness programs. Paid time off: maternity/parental leave, up to 11 paid holidays, 9 occasional absence days, 15–25 vacation days depending on career level, and years of service. Application Window: Generally posted for two business days from 01/21/2026, may be longer with business discretion. For more information about benefits for full-time and part-time employees, visit pncthrive.com. Disability Accommodations & EEO
Disability Accommodations Statement: If an accommodation is required to participate in the application process, contact AccommodationRequest@pnc.com. Include “accommodation request” in the subject line and provide your name, job ID, and preferred contact method. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information will be kept confidential as required to provide needed reasonable accommodations. PNC fosters an inclusive and accessible workplace. Reasonable accommodations are available to employment applicants and qualified individuals with a disability who need them to perform essential job functions. Equal Employment Opportunity (EEO): PNC provides equal employment opportunity regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other protected categories. FDIA/SAFE Compliance: This position is subject to the FDIA and applicable FINRA/Mortgage licensing requirements where applicable. California Residents: Refer to the California Consumer Privacy Act Privacy Notice regarding use of personal information in hiring practices.
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