Wealth Advisor: Client-Focused Financial Planning

PNC Financial Services Group; Manchester Township (NJ); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Medical/prescription drug coverage

Dental and vision options

401(k) with PNC match

Paid time off

Job summary

PNC Financial Services Group in Manchester, NJ seeks a Financial Advisor within Wealth Management to manage an assigned book of business and deliver holistic financial planning solutions. You will consult on investments and insurance, develop plans, and collaborate with branch partners to grow client relationships.

The role emphasizes client experience, sales activity, and adherence to regulatory guidelines as part of a robust training program and supportive in-office culture.

Qualifications

• Experience in financial planning, investment and insurance strategies for clients.
• Ability to acquire, expand and maintain client relationships through networking and referrals.
• Strong understanding of financial products and ability to present sound recommendations.

Responsibilities

• Consults on investment and insurance strategies, manages an investment and insurance book of business, owns the client experience.
• Develops and implements investment/insurance strategies; presents financial plans and monitors them.
• Coaches branch staff and partners to identify investment opportunities and drive referrals.
• Meets with branch leadership to review results and manage pipeline; adheres to laws and guidelines.

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

PNC Financial Services Group in Manchester, NJ seeks a Financial Advisor within Wealth Management to manage an assigned book of business and deliver holistic financial planning solutions. You will consult on investments and insurance, develop plans, and collaborate with branch partners to grow client relationships.

The role emphasizes client experience, sales activity, and adherence to regulatory guidelines as part of a robust training program and supportive in-office culture.