Wealth Advisor: Client Growth & Planning

PNC; Cherry Hill Township (NJ); On-site; USD 70,000 - 117,000; Full time

Benefits offered by this job

Medical coverage

Dental and vision

401(k) with match

Pension and stock purchase plans

Paid time off

Job summary

PNC Wealth Management in New Jersey is seeking a Wealth Advisor to grow a client book by delivering integrated investment and insurance strategies and financial planning. You will own the client experience, convert opportunities, and coordinate with internal partners to drive referrals and service excellence.

A track record in wealth management, with Series 7/66 licenses and Life & Health insurance, is preferred as you build lasting client relationships.

Qualifications

• Bachelor's degree required.
• 3+ years of relevant / direct industry experience.
• FINRA Series 7 and 66 (or 63,65) licenses required; Life and Health Insurance required.

Responsibilities

• Consults on investment and insurance strategies and development of financial plans.
• Grows and retains an investment and insurance book of business; owns the client experience.
• Develops and implements investment and insurance strategies; presents recommendations.
• Coaches internal partners to identify investment opportunities and drives referrals.
• Regularly meets with internal partners to review results and pipeline.

Skills

Client Prospecting

Client Relationship Building

Financial Analysis

Financial Modeling

Public Speaking

Relationship Management

Education

Bachelor's degree

Job description

PNC Wealth Management in New Jersey is seeking a Wealth Advisor to grow a client book by delivering integrated investment and insurance strategies and financial planning. You will own the client experience, convert opportunities, and coordinate with internal partners to drive referrals and service excellence.

A track record in wealth management, with Series 7/66 licenses and Life & Health insurance, is preferred as you build lasting client relationships.