Mass Affluent Wealth Advisor | Banking & Planning

PNC Financial Services Group, Inc.; Montclair (NJ); On-site; USD 77,000 - 128,000; Full time

Benefits offered by this job

Medical/prescription coverage

Dental and vision options

401(k) with match

Paid holidays and vacation

Job summary

PNC Financial Services Group, Inc. seeks a Premier Client Banker in its Wealth Management division, based in Upper Montclair, NJ.

You will drive mass affluent client acquisition, nurture relationships, and coordinate with ecosystem partners to deliver a best-in-class banking and investing experience. The role emphasizes proactive outreach, consultative selling, and cross-functional collaboration to grow share of wallet.

Qualifications

• Requires a university degree and relevant industry experience (3+ years)
• FINRA Series 7 and 66 (or 63 & 65) preferred
• Life/Health insurance preferred

Responsibilities

• Drive Mass Affluent client acquisition, outreach and retention to generate revenue and deepen share of wallet.
• Proactively generate/manage leads and client appointments; use needs-based consultative approach.
• Build internal partnerships to drive revenue and manage risk across client portfolios.
• Serve as quarterback for ecosystem partners to deliver an exceptional client experience.

Skills

Banking knowledge

Communication

Relationship management

Sales experience

Needs-based selling

Education

Bachelor's degree

Job description

PNC Financial Services Group, Inc. seeks a Premier Client Banker in its Wealth Management division, based in Upper Montclair, NJ.

You will drive mass affluent client acquisition, nurture relationships, and coordinate with ecosystem partners to deliver a best-in-class banking and investing experience. The role emphasizes proactive outreach, consultative selling, and cross-functional collaboration to grow share of wallet.