Wealth Advisor - Grow Client Portfolios & Plans

Dormont Manufacturing Co; West Windsor (NJ); On-site; USD 67,500 - 82,500; Full time

Benefits offered by this job

Medical and prescription drug coverage

401(k) with PNC match

Paid time off (15 to 25 days)

Robust wellness program

Job summary

PNC is seeking a Financial Advisor based in West Windsor, NJ, to consult on investment and insurance strategies. The role involves developing and implementing financial plans tailored to client objectives, while maintaining strong client relationships through proactive networking.

Successful candidates will have a bachelor's degree, relevant experience, and necessary licenses. PNC offers comprehensive benefits and a supportive work culture while focusing on diverse client needs.

Qualifications

• 2+ years of relevant professional experience.
• FINRA Series 7 and 66 (or 63, 65) required.
• Life and Health Insurance required.

Responsibilities

• Consults clients on investment and insurance strategies.
• Acquires and maintains client relationships through networking.
• Implements individual financial plans based on client needs.

Skills

Client Prospecting

Client Relationship Building

Financial Analysis

Customer Engagement

Interpersonal Relationships

Education

Bachelor's Degree

Job description

PNC is seeking a Financial Advisor based in West Windsor, NJ, to consult on investment and insurance strategies. The role involves developing and implementing financial plans tailored to client objectives, while maintaining strong client relationships through proactive networking.

Successful candidates will have a bachelor's degree, relevant experience, and necessary licenses. PNC offers comprehensive benefits and a supportive work culture while focusing on diverse client needs.