Premier Wealth Advisor: Investment & Planning

PNC Financial Services Group, Inc.; Montclair (NJ); On-site; USD 64,000 - 86,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental and vision options

401(k) with company match

Pension and stock purchase plans

Generous leave and holidays

Job summary

PNC Financial Services Group, Inc. is seeking a Premier Client Financial Advisor to manage an assigned book of business from the Upper Montclair, NJ area within our Wealth Management division.

The role focuses on providing investment and insurance guidance, delivering personalized financial plans, and cultivating strong client relationships. The position emphasizes sales and service excellence, with a robust training program, and requires FINRA licenses plus Life/Health Insurance credentials.

Qualifications

• Bachelor's degree required; FINRA licenses as specified.
• 2+ years of relevant professional experience.
• FINRA Series 7 and 66 (or 63,65) and Life and Health Insurance required.

Responsibilities

• Consults on investment and insurance strategies and financial plans for clients.
• Grows and retains an investment and insurance book of business.
• Owns the client experience, handling sales and service and referrals as appropriate.
• Develops and implements investment and insurance strategies for clients.

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

FINRA Series 7 and 66 (or 63,65)

Life and Health Insurance required

Job description

PNC Financial Services Group, Inc. is seeking a Premier Client Financial Advisor to manage an assigned book of business from the Upper Montclair, NJ area within our Wealth Management division.

The role focuses on providing investment and insurance guidance, delivering personalized financial plans, and cultivating strong client relationships. The position emphasizes sales and service excellence, with a robust training program, and requires FINRA licenses plus Life/Health Insurance credentials.