Financial Advisor - PNC Wealth Management

PNC; Eatontown (NJ); On-site; USD 63,000 - 105,000; Full time

Benefits offered by this job

Medical/prescription coverage

Dental and vision options

401(k) with match

Paid time off

Maternity and parental leave

Job summary

PNC in Eatontown, NJ, seeks a candidate to consult on investment and insurance strategies while developing financial plans for clients. The successful applicant will focus on acquiring and maintaining client relationships, ensuring excellent service while achieving growth metrics.

This in-office position requires a Bachelor's degree and relevant experience, with a salary range of $63,000 to $105,000. PNC offers comprehensive benefits, fostering a supportive workplace culture.

Qualifications

• A university or college degree with 2+ years of relevant experience.
• A comparable combination of education, job-specific certification(s), and experience may also be considered.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Acquire and maintain client relationships through business development.
• Develop and implement investment strategies based on client needs.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Education

Bachelor's degree

Job description

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are united in delivering the best experience for our customers and fostering an inclusive workplace culture where every employee feels respected, valued, and able to contribute to the company’s success. As a [position title] within PNC's [name of division] organization, you will be based in [city/state location of position].

Job Profile

PNC is an in‑office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to discuss workplace expectations with their recruiter and hiring manager to ensure the role aligns with their goals.

This position will not provide sponsorship for employment visas or participate in STEM OPT.

Job Description

Consults on investment and insurance strategies, develops financial plans for clients, and owns the client experience by handling sales and service efficiently, identifying opportunities, and making referrals to internal partners.

• Acquire, expand, and maintain client relationships through business development and networking to grow client loyalty and share of wallet with an exceptional experience.
• Apply product and procedural knowledge to solve client problems efficiently.
• Develop and implement investment and insurance strategies; determine the best products and present sound financial recommendations.
• Establish individual financial plans based on client needs and objectives; monitor plans and recommend changes as needed.
• Coach and educate branch staff and internal partners to identify investment opportunities, drive education and visibility, and lead the team to achieve investment results.
• Communicate and review business results and pipeline management with branch manager and partners; meet service level agreements and adhere to all regulations and policies.

Employee Expectations

• Customer Focused – Knowledgeable of values and practices that align with customer needs, creating customized solutions.
• Managing Risk – Effectively assess and manage risks associated with business objectives to support PNC’s Enterprise Risk Management Framework.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for this role.

• 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 – University or college degree with 2+ years of relevant experience. A comparable combination of education, job‑specific certification(s), and experience (including military service) may also be considered.
• Education – Bachelor’s degree
• Certifications – No required certification
• Licenses – FINRA Series 7 and 66 (or 63, 65) required; Life and Health Insurance required

Pay Transparency

Base Salary: $63,000.00 – $105,000.00. Salaries may vary based on geographic location, market data, and individual skills, experience, and education. This role is incentive eligible with payment based on company, business, and/or individual performance.

Application Window

Generally posted for two business days from 06/11/2026, with potential extension at discretion.

Benefits

PNC offers comprehensive benefits, including medical/prescription coverage, dental and vision options, life insurance, disability protection, 401(k) with match, pension and stock purchase plans, dependent care reimbursement, adoption and surrogacy reimbursement, educational assistance, wellness program, paid time off, maternity and parental leave, holidays, vacation days, and more. For details, visit pncthrive.com.

Disability Accommodations Statement

For accommodation requests, email [e-mail] with subject “accommodation request” or call 877‑968‑7762 (say “Workday”). All information is confidential.

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. This position is subject to FDIA and applicable regulations.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice for how PNC uses personal information in hiring practices.