Wealth Advisor, In-Branch – Client Growth & Planning

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

Benefits offered by this job

401(k) with PNC match

Pension plan

Stock purchase plan

Dependent care reimbursement

Backup child/elder care

Educational assistance

Paid holidays

Job summary

PNC Wealth Management seeks a Financial Advisor based in Manchester, NJ to deliver holistic financial planning. You will manage a collaborative client book, consult on investment and insurance strategies, and execute growth through referrals within branch networks.

The role emphasizes client experience, teamwork, and training support. Candidates typically hold a Bachelor's degree with 2+ years of relevant experience and FINRA licenses (Series 7/66) plus Life and Health Insurance.

Qualifications

• University/college degree with 2+ years of relevant professional experience.
• In lieu of a degree, a comparable combination of education, job specific certification(s), and experience may be considered.
• FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.

Responsibilities

• Consults on investment and insurance strategies, as well as the development of financial plans for clients.
• Grows and retains an investment and insurance book of business.
• Owns the client experience, efficiently handling sales and service, identifying sales opportunities and referrals to internal partners as appropriate.
• Acquires, expands and maintains client relationships through business development and client networking.

Skills

Client Prospecting

Client Relationship

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Managing Priorities

Sales Tasks

Selling

Education

Bachelor's degree

Job description

PNC Wealth Management seeks a Financial Advisor based in Manchester, NJ to deliver holistic financial planning. You will manage a collaborative client book, consult on investment and insurance strategies, and execute growth through referrals within branch networks.

The role emphasizes client experience, teamwork, and training support. Candidates typically hold a Bachelor's degree with 2+ years of relevant experience and FINRA licenses (Series 7/66) plus Life and Health Insurance.