Wealth Advisor - Investment & Planning Leader

Fairygodboss; Ridgewood (NJ); On-site; USD 63,000 - 105,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Life insurance

Disability protection

401(k) with match

Paid holidays

Vacation days

Job summary

PNC Wealth Management is seeking a Financial Advisor to provide investment and insurance planning for clients, managing a growth-oriented book of business. You will own the client experience, coordinate referrals, and work closely with internal partners to deliver tailored financial solutions.

The role emphasizes coaching branch staff, meeting performance targets, and maintaining compliance in a collaborative, in-office environment in Ridgewood, NJ.

Qualifications

• Bachelor's degree required.
• FINRA Series 7 and 66 (or 63,65) licenses required. Life and Health Insurance required.
• 2+ years of relevant professional experience; in lieu of a degree, a comparable combination of education, certification(s), and experience may be considered.

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 and/or executing opportunities and making referrals to internal business partners as appropriate.
• Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.
• Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.
• Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
• Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Education

Bachelors

Job description

PNC Wealth Management is seeking a Financial Advisor to provide investment and insurance planning for clients, managing a growth-oriented book of business. You will own the client experience, coordinate referrals, and work closely with internal partners to deliver tailored financial solutions.

The role emphasizes coaching branch staff, meeting performance targets, and maintaining compliance in a collaborative, in-office environment in Ridgewood, NJ.