Wealth Consultant Jobs
Wealth Consultant jobs are open across private banking, wealth management firms, insurance, and independent advisory practices, at every level from associate to senior and director, with specializations in financial planning, retirement strategy, and portfolio advisory. Find a role that fits below and apply directly.
Find Wealth Consultant JobsOverview
Showing 5 of 73+ Wealth Consultant jobs
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 Licensed Investment Services Consultant within PNC's Wealth Management organization, you will be remote with CST or EST preferred.The Investment Services Consultant (ISC) role within PNC Wealth Management acts as a phone-based sales and service financial advisor within our fast-paced Investment Center. You will be aligned with branch partners from your assigned offices who refer clients seeking advice and guidance. You will engage with clients from the PNC Investment Center book of business to understand their goals and objectives, and recommend investment solutions tailored to their individual situation and needs.
This position may be eligible for remote work in select geographic locations, subject to approval by PNC. If approved, work must be conducted from a quiet, secure, and confidential home-based workspace. Occasional in-office participation may be required based on business needs. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
- Actively and regularly coaches and educates internal eco partners to drive investment visibility, identify investment opportunities, and lead team on actions to achieve investment results. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity. Make referrals to internal business partners as appropriate.
- Promotes PNC's products and services to existing and prospective clients held either collectively in a book of business or through referred opportunities, demonstrating how PNC can help them achieve their financial goals. Identifies opportunities through meaningful conversations with customers. Develop and implement investment and insurance strategies and provide sound guidance for clients by recommending the best products to support such strategies. Applies product and procedural knowledge to solve client problems appropriately and efficiently. Owns and manages the end-to-end client experience, efficiently handling service transactions and identifying and executing sales opportunities. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Meets service level agreements on lead and referral follow up as it relates to service and sales opportunities.
- Adheres to all applicable laws, regulations, policies and guidelines while maintaining accurate, complete and timely documentation for transactional activity completed on client accounts.
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 ManagementCompetencies
Accuracy and Attention to Detail, Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Knowledge Of Customers, Matrix Management, Problem Solving, Products and Services, Prospecting, Relationship Management, Value SellingWork Experience
Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.Education
AssociatesCertifications
No Required Certification(s)Licenses
FINRA Series 7, 66 (or 63 & 65) required. Life and Health Insurance required.Language Assessments
No Required or Preferred Language Assessments
Pay Transparency
Base Salary: $41,250.00 – $82,500.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education.Application Window
Generally, this opening is expected to be posted for two business days from 11/09/2026, 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.
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 Licensed Investment Services Consultant within PNC's Wealth Management organization, you will be remote with CST or EST preferred.The Investment Services Consultant (ISC) role within PNC Wealth Management acts as a phone-based sales and service financial advisor within our fast-paced Investment Center. You will be aligned with branch partners from your assigned offices who refer clients seeking advice and guidance. You will engage with clients from the PNC Investment Center book of business to understand their goals and objectives, and recommend investment solutions tailored to their individual situation and needs.
This position may be eligible for remote work in select geographic locations, subject to approval by PNC. If approved, work must be conducted from a quiet, secure, and confidential home-based workspace. Occasional in-office participation may be required based on business needs. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
- Actively and regularly coaches and educates internal eco partners to drive investment visibility, identify investment opportunities, and lead team on actions to achieve investment results. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity. Make referrals to internal business partners as appropriate.
- Promotes PNC's products and services to existing and prospective clients held either collectively in a book of business or through referred opportunities, demonstrating how PNC can help them achieve their financial goals. Identifies opportunities through meaningful conversations with customers. Develop and implement investment and insurance strategies and provide sound guidance for clients by recommending the best products to support such strategies. Applies product and procedural knowledge to solve client problems appropriately and efficiently. Owns and manages the end-to-end client experience, efficiently handling service transactions and identifying and executing sales opportunities. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Meets service level agreements on lead and referral follow up as it relates to service and sales opportunities.
- Adheres to all applicable laws, regulations, policies and guidelines while maintaining accurate, complete and timely documentation for transactional activity completed on client accounts.
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 ManagementCompetencies
Accuracy and Attention to Detail, Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Knowledge Of Customers, Matrix Management, Problem Solving, Products and Services, Prospecting, Relationship Management, Value SellingWork Experience
Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.Education
AssociatesCertifications
No Required Certification(s)Licenses
FINRA Series 7, 66 (or 63 & 65) required. Life and Health Insurance required.Language Assessments
No Required or Preferred Language Assessments
Pay Transparency
Base Salary: $41,250.00 – $82,500.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education.Application Window
Generally, this opening is expected to be posted for two business days from 11/09/2026, 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 Consultant Jobs by Experience Level
See All 73 Wealth Consultant Jobs
Find roles that match your experience and apply in just a few clicks.
Find Wealth Consultant JobsWealth Consultant Job Market
Who's Hiring
- Wealthbridge Financial27
- State Street4
- JPMorganChase4
- AmeriLife3
- Northern Trust3
Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
What Employers Look For
The qualifications that appear most often in wealth consultant jobs.
- Bachelor's degree in finance, business, economics, or a related field
- Active Series 65 or Series 66 license, or willingness to obtain within 90 days
- CFP designation preferred or in progress for senior and planning-focused roles
- Experience building and managing client relationships in a financial advisory context
- Proficiency with CRM platforms and financial planning software such as eMoney or MoneyGuidePro
- Strong understanding of investment products including equities, fixed income, and alternative assets
Tips for Your Wealth Consultant Job Search
Lead with your AUM and client metrics
Hiring managers for wealth consultant roles want to see assets under management, client retention rates, and revenue growth in your resume. Replace vague descriptions of your duties with the actual numbers that show the scale of your book of business.
List every credential you hold
Certifications like CFP, ChFC, and Series 65 are often hard filters in applicant tracking systems. Put them in a dedicated credentials section near the top of your resume so they aren't missed during the initial screening pass.
Target firms by their client segments
Wealth consultant roles at a mass-affluent firm and an ultra-high-net-worth boutique are very different jobs. Read each job posting carefully for the minimum investable asset threshold they serve, then tailor your cover letter to that client profile specifically.
Apply early to roles that fit
Migrate Mate lists wealth consultant openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare a client scenario for interviews
Many wealth consultant interviews include a case where you walk through how you'd advise a hypothetical client. Practice talking through a full financial planning engagement out loud, including how you'd handle a client who is resistant to changing their current allocations.
Negotiate comp structure, not just base pay
Wealth consultant offers often include a draw against commission, a grid payout, or a trail on managed assets. Before accepting any offer, ask how the transition period is compensated and what the ramp timeline looks like for reaching full production.
Wealth Consultant Jobs: Frequently Asked Questions
Which companies are hiring the most wealth consultants?
The most active employers for wealth consultants right now are Wealthbridge Financial, State Street, and JPMorganChase, and the most openings are in Indiana, New York, and Florida, based on current listings on Migrate Mate as of November 2026. Demand tends to concentrate at wirehouses, regional banks with wealth divisions, and independent registered investment advisory firms.
How many wealth consultant jobs are remote?
About 89% of wealth consultant openings are fully remote or hybrid as of November 2026, though fully remote roles remain less common given the relationship-driven nature of the work. Financial planning and virtual advisory roles aimed at younger or mass-affluent clients tend to offer the most schedule flexibility.
How do you become a wealth consultant?
Start by earning a bachelor's degree in finance, economics, or a related field, then obtain your Series 65 or Series 66 license, which is required to give investment advice for a fee. Building client-facing experience in banking, insurance, or financial planning gives you a foundation, and earning the CFP designation significantly improves your competitiveness for mid-level and senior roles.
Can you get hired as a wealth consultant with little experience?
Some firms hire associate wealth consultants or financial planning associates with no prior advisory experience, particularly at wirehouses that run structured training programs. Having your Series 65 license before you apply, plus internship or client-service experience from banking or insurance, makes you a viable candidate even if you haven't yet managed a full book of business.
What does the wealth consultant interview process look like?
Most wealth consultant hiring processes include an initial phone screen, a competency interview focused on client relationship skills and financial knowledge, and a final round that often includes a business plan or case presentation. Some firms add a compliance background check and licensing verification as a separate step before extending an offer.
Where can I find and apply to wealth consultant jobs?
You can find and apply to wealth consultant jobs on Migrate Mate, which lists current openings from across the United States. Find roles that fit your experience, credentials, and preferred client segment, then apply directly to each listing from the page.
See All 73 Wealth Consultant Jobs
Find roles that match your experience and apply in just a few clicks.
Find Wealth Consultant Jobs