Wealth Advisor: Grow Client Portfolios in NJ

PNC Financial Services Group, Inc.; Bordentown (NJ); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Medical coverage

Dental & vision

Life insurance

Disability protection

401(k) with match

Pension plan

Stock purchase plan

Educational assistance

Paid holidays

Vacation days

Job summary

PNC Financial Services Group, Inc. is seeking a Financial Advisor within PNC Wealth Management to serve clients in the Newark/Bordentown area. You will manage an assigned book of business, develop personalized financial plans, and collaborate with branch teams to drive growth and referrals.

The role requires FINRA 7/66 or 63/65 and Life/Health licenses, plus a bachelor’s degree and 2+ years of experience. A structured training program and comprehensive benefits support your career in a

Qualifications

• University degree required with 2+ years of professional experience.
• In lieu of a degree, a comparable mix of education and relevant experience may be considered.
• FINRA licenses and Life/Health insurance credentials required.

Responsibilities

• Consult on investment and insurance strategies and develop client financial plans.
• Grow and retain an investment and insurance book of business.
• Manage client experience, sales and service, and referrals to partners.
• Develop relationships through business development and networking.
• Coach and educate branch staff to identify investment opportunities and drive referrals.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Coaching Others

Customer Experience

Customer Retention

Effective Communications

Interpersonal Skills

Managing Priorities

Prospecting

Sales Activities

Selling

Education

Bachelors

Job description

PNC Financial Services Group, Inc. is seeking a Financial Advisor within PNC Wealth Management to serve clients in the Newark/Bordentown area. You will manage an assigned book of business, develop personalized financial plans, and collaborate with branch teams to drive growth and referrals.

The role requires FINRA 7/66 or 63/65 and Life/Health licenses, plus a bachelor’s degree and 2+ years of experience. A structured training program and comprehensive benefits support your career in a