Wealth Advisor – Client Planning & Growth

PNC; Eatontown (NJ); In loco; USD 68.000 - 83.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical/prescription coverage

401(k) with employer match

Pension and stock purchase plans

Descrizione del lavoro

PNC Wealth Management in Red Bank, NJ, is seeking a Financial Advisor to build and manage a client book, delivering integrated investment and insurance solutions and proactive financial planning.

You will collaborate with branch staff, drive referrals, and participate in the robust training and technology that supports advisors. Licensing (FINRA 7 and 66 or 63/65) and Life/Health insurance are required; base salary is $75,000 with incentive eligibility.

Competenze

• Client-focused financial advisor with proven ability to grow an investment/insurance book of business.
• Strong customer engagement and relationship management skills.
• Knowledge of investment and insurance strategies and financial planning.

Mansioni

• Consults on investment and insurance strategies and develops financial plans for clients.
• Acquires and maintains client relationships through networking and service.
• Develops and implements investment and insurance strategies; presents recommendations.
• Coaches branch staff to identify investment opportunities and drive referrals.
• Meets with leadership to review results and manages pipelines while complying with laws.

Conoscenze

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Formazione

Bachelor's degree

Descrizione del lavoro

PNC Wealth Management in Red Bank, NJ, is seeking a Financial Advisor to build and manage a client book, delivering integrated investment and insurance solutions and proactive financial planning.

You will collaborate with branch staff, drive referrals, and participate in the robust training and technology that supports advisors. Licensing (FINRA 7 and 66 or 63/65) and Life/Health insurance are required; base salary is $75,000 with incentive eligibility.