Wealth Advisor: Client Planning & Investment Guidance

PNC; Rockaway (NJ); On-site; USD 67,500 - 82,500; Full time

Benefits offered by this job

401(k) with PNC match

Health insurance

Paid time off between 15 to 25 days

Educational assistance programs

Job summary

PNC is seeking a Financial Advisor to work at our Rockaway Town Square, NJ location. You will handle investment strategies and client relationships while growing your book of business. This role is designed to support your success with robust training and state-of-the-art technology.

The ideal candidate has a Bachelor's degree, strong financial analysis skills, and experience in client management. Join us to contribute effectively to our inclusive workplace culture.

Qualifications

• University degree or equivalent experience in a relevant field.
• 2+ years experience in a related professional role.
• Strong ability in client relationship management and sales.

Responsibilities

• Consults on investment and insurance strategies for clients.
• Grows and retains an investment and insurance book of business.
• Develops and implements investment and insurance strategies for clients.
• Coaches branch staff to identify investment opportunities.
• Regularly meets with internal partners to review business results.

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

Tools

FINRA Series 7

FINRA Series 66 or 63, 65

Life Insurance

Health Insurance

Job description

PNC is seeking a Financial Advisor to work at our Rockaway Town Square, NJ location. You will handle investment strategies and client relationships while growing your book of business. This role is designed to support your success with robust training and state-of-the-art technology.

The ideal candidate has a Bachelor's degree, strong financial analysis skills, and experience in client management. Join us to contribute effectively to our inclusive workplace culture.