Premier Client Wealth Advisor

Fairygodboss; Hamilton Township (NJ); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Competitive benefits package

Bonuses and incentive pay

401(k) with company match

Job summary

PNC Wealth Management is seeking a Premier Client Advisor to manage an investment and insurance book of business and deliver holistic financial planning. Base salary is disclosed and includes a robust training program, in-office culture, and strong teamwork across branches.

Role emphasizes client acquisition, service delivery, and collaboration with private bankers to achieve investment results, with compliance to all laws and internal policies.

Qualifications

• Bachelor's degree required; 2+ years of relevant professional experience.
• FINRA Series 7 and 66 required (or 63,65) plus Life and Health Insurance licensing.
• Strong knowledge of investment and insurance products and financial planning.

Responsibilities

• Consult on investment and insurance strategies and develop client financial plans.
• Acquire, expand and maintain client relationships through networking.
• Develops and implements investment strategies and presents sound recommendations.
• Coach and educate branch staff to identify investment opportunities and drive referrals.
• Meet with management and partners to review results and pipeline; adhere to regulations.

Skills

Coaching Others

Customer Experience

Customer Retention

Effective Communication

Interpersonal Relations

Managing Priorities

Prospecting

Sales Tasks

Selling

Education

Bachelor's degree

Job description

PNC Wealth Management is seeking a Premier Client Advisor to manage an investment and insurance book of business and deliver holistic financial planning. Base salary is disclosed and includes a robust training program, in-office culture, and strong teamwork across branches.

Role emphasizes client acquisition, service delivery, and collaboration with private bankers to achieve investment results, with compliance to all laws and internal policies.