Wealth Advisor: Invest, Plan & Grow Client Portfolios

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

Benefits offered by this job

Medical/prescription drug coverage

401(k) with PNC match

Educational assistance

Paid time off

Job summary

PNC is seeking a Financial Advisor to work in Hamilton Township, NJ. The role involves consulting on investment strategies and managing a book of client business. Successful candidates will focus on client relationship building and possess a strong financial services background.

Expect robust training, administrative support, and impressive benefits including medical coverage, retirement plans, and 15-25 vacation days depending on career level.

Qualifications

• 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.

Responsibilities

• Consults on investment and insurance strategies for clients.
• Acquires and maintains client relationships through business development.
• Develops and implements financial strategies for clients.
• Coaches branch staff on investment opportunities.
• Communicates business results and pipeline management regularly.

Skills

Client Prospecting

Client Relationship Building

Financial Analysis

Investment Banking

Education

Bachelor's degree

Job description

PNC is seeking a Financial Advisor to work in Hamilton Township, NJ. The role involves consulting on investment strategies and managing a book of client business. Successful candidates will focus on client relationship building and possess a strong financial services background.

Expect robust training, administrative support, and impressive benefits including medical coverage, retirement plans, and 15-25 vacation days depending on career level.