Wealth Advisor (In-Office) — Growth & Client Impact

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

Benefits offered by this job

Medical, dental, vision options

401(k) with company match

Paid holidays and vacation

Job summary

PNC Financial Services Group, Inc. seeks a Financial Advisor in its Wealth Management division, based in West Windsor/Mercer Mall, NJ.

You will advise on investment and insurance strategies, manage a client book, and coordinate with internal partners to deliver personalized financial plans. The role demands FINRA licenses (7/66 or 63/65) and Life & Health Insurance credentials, with prospecting and relationship-building core to success.

Qualifications

• Successful candidates typically hold a university/college degree with 2+ years of relevant professional experience.
• In lieu of a degree, a comparable mix of education, certifications 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 and develops financial plans for clients.
• Grows and retains an investment and insurance book of business.
• Owns the client experience, handling sales and service and referrals to internal partners as appropriate.
• Develops and implements investment and insurance strategies for clients.
• Presents sound financial recommendations and guidance to clients.
• Regularly meets with branch manager and internal partners to review results and pipeline.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management Competencies

Coaching Others

Customer Experience Management

Customer Retention

Effective Communications

Interpersonal Relationships

Managing Multiple Priorities

Prospecting

Sales Tasks And Activities

Selling

Education

Bachelors

Job description

PNC Financial Services Group, Inc. seeks a Financial Advisor in its Wealth Management division, based in West Windsor/Mercer Mall, NJ.

You will advise on investment and insurance strategies, manage a client book, and coordinate with internal partners to deliver personalized financial plans. The role demands FINRA licenses (7/66 or 63/65) and Life & Health Insurance credentials, with prospecting and relationship-building core to success.