Premier Client Advisor - PNC Wealth Management

PNC; Hamilton Township (NJ); On-site; USD 67,500 - 82,500; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Dental and vision coverage

Paid time off

Job summary

PNC is seeking a Premier Client Advisor in Hamilton, NJ within Wealth Management to deliver tailored investment and insurance plans while building a book of high‑value clients. The role centers on selling, service, and confident collaboration with internal partners to optimize client experiences.

The candidate should bring 2+ years of relevant experience and a Bachelor’s degree, plus FINRA licenses and Life/Health insurance credentials.

Qualifications

• 2+ years of relevant professional experience; a university/college degree preferred, but an equivalent combination of education, job-specific certification(s), and experience may be considered.

Responsibilities

• Consult on investment and insurance strategies, develop financial plans for clients, grow and retain a book of business, and own the client experience by efficiently handling sales and service.
• Acquire, expand, and maintain client relationships through business development and networking, growing client loyalty and share of wallet via a superior client experience.
• Develop and implement investment and insurance strategies, determine the best products to support those strategies, present sound financial recommendations, and establish individual financial plans based on client needs and objectives.
• Coach and educate branch staff and internal partners to identify investment opportunities; drive investment education and visibility among branch staff; partner with Private Client Banker to lead the branch team to achieve investment results; maintain effective communication with internal and external partners to build relationships that drive referral activity.
• Meet regularly with branch manager and partners to review business results and pipeline management and meet service level agreements on lead and referral follow-up while adhering to all applicable laws, regulations, policies, and guidelines.

Skills

Coaching Others

Customer Experience Management

Customer Retention

Effective Communications

Interpersonal Relationships

Managing Multiple Priorities

Prospecting

Sales Tasks and Activities

Selling

Education

Bachelor’s degree

Tools

FINRA Series 7

FINRA Series 66

Life and Health Insurance license

Job description

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 and fostering an inclusive workplace culture where every employee feels respected, valued, and has the opportunity to contribute to the company’s success. As a Premier Client Advisor within PNC's Wealth Management organization, you will be based in Hamilton, NJ.

PNC is an in‑office company that encourages a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

• Consult on investment and insurance strategies, develop financial plans for clients, grow and retain a book of business, and own the client experience by efficiently handling sales and service.
• Acquire, expand, and maintain client relationships through business development and networking, growing client loyalty and share of wallet via a superior client experience.
• Develop and implement investment and insurance strategies, determine the best products to support those strategies, present sound financial recommendations, and establish individual financial plans based on client needs and objectives.
• Coach and educate branch staff and internal partners to identify investment opportunities; drive investment education and visibility among branch staff; partner with Private Client Banker to lead the branch team to achieve investment results; maintain effective communication with internal and external partners to build relationships that drive referral activity.
• Meet regularly with branch manager and partners to review business results and pipeline management and meet service level agreements on lead and referral follow‑up while adhering to all applicable laws, regulations, policies, and guidelines.

PNC Employees take pride in our reputation and expect 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 to create customized solutions.
• Managing Risk – assessing and effectively managing all risks associated with business objectives and activities to support PNC's Enterprise Risk Management Framework.

Qualifications

Competencies: Coaching Others, Customer Experience Management, Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting, Sales Tasks and Activities, Selling.

Work Experience: 2+ years of relevant professional experience; a university/college degree preferred, but an equivalent combination of education, job‑specific certification(s), and experience (including military service) may be considered.

Education: Bachelor’s degree.

Certifications: None required.

Licenses: FINRA Series 7 and 66 (or 63/65) required; Life and Health Insurance required.

Pay Transparency: Base Salary: $75,000.00 – $75,000.00. Salaries may vary based on location, market data, and individual skills, experience, and education. This role is incentive eligible.

Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Options for full‑time employees include medical/prescription drug coverage (with a Health Savings Account feature), dental and vision coverage, 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, backup child/elder care, adoption, surrogacy, and doula reimbursement, educational assistance, and a robust wellness program with financial incentives.

Paid time off includes maternity and/or parental leave, up to 11 paid holidays each year, 9 occasional absence days each year (unless otherwise required by law), and 15 to 25 vacation days each year depending on career level and years of service.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, contact [e-mail] (include “accommodation request” in the subject line, name, job ID, and preferred contact method). Emails unrelated to accommodation requests will not receive responses. Applicants may also call 877‑968‑7762 and say “Workday” for assistance. All information provided will be kept confidential and used only to the extent required to provide reasonable accommodations.

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 FDIA and SAFE Act requirements and FINRA regulations that prohibit hiring individuals with certain criminal histories.

California residents should refer to the California Consumer Privacy Act Privacy Notice to understand how PNC may use or disclose personal information in our hiring practices.