Wealth Advisor: Invest, Guide & Grow Clients

PNC; West Windsor (NJ); On-site; USD 57,750 - 96,250; Full time

Benefits offered by this job

Medical/prescription drug coverage

401(k) with PNC match

Paid time off

Educational assistance

Wellness program with incentives

Job summary

PNC is seeking a Financial Advisor based in West Windsor, NJ to consult on investment and insurance strategies while developing financial plans. This role focuses on building and maintaining client relationships and requires strong skills in client prospecting and financial analysis.

Successful candidates demonstrate relevant experience or an equivalent combination of education and professional certifications. PNC offers competitive salaries, comprehensive benefits, and opportunities for personal and professional growth.

Qualifications

• 2+ years of relevant professional experience or equivalent combination of education and experience.
• Knowledge of FINRA Series 7 and 66 licenses.
• Relevant knowledge in investment and insurance.

Responsibilities

• Consult on investment and insurance strategies.
• Acquire and maintain client relationships.
• Develop and implement financial plans for clients.
• Coach branch staff to identify investment opportunities.
• Meet with branch management on 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

Job description

PNC is seeking a Financial Advisor based in West Windsor, NJ to consult on investment and insurance strategies while developing financial plans. This role focuses on building and maintaining client relationships and requires strong skills in client prospecting and financial analysis.

Successful candidates demonstrate relevant experience or an equivalent combination of education and professional certifications. PNC offers competitive salaries, comprehensive benefits, and opportunities for personal and professional growth.