Wealth Advisor: Personal Financial Planning

Fairygodboss; Bordentown (NJ); On-site; USD 64,000 - 86,000; Full time

Benefits offered by this job

Medical coverage

Dental & Vision

401(k) with match

Job summary

PNC Wealth Management seeks a Financial Advisor to manage an investment and insurance book of business within a bank branch network. Based in Center City or Bordentown, NJ, you’ll build client relationships and deliver personalized financial planning solutions.

Responsibilities include client development, strategy implementation, and collaboration with internal partners to grow referrals. Required FINRA licenses and life/health insurance credentials, with a robust benefits program.

Qualifications

• 2+ years of relevant professional experience.
• Bachelor's degree required.
• 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.
• Expands and maintains client relationships to grow the book of business.
• Develops and implements investment and insurance strategies and presents recommendations.
• Coaches branch staff and internal partners to identify investment opportunities and drive referrals.
• Meets with management to review results and pipeline, adheres to laws and policies.

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

Job description

PNC Wealth Management seeks a Financial Advisor to manage an investment and insurance book of business within a bank branch network. Based in Center City or Bordentown, NJ, you’ll build client relationships and deliver personalized financial planning solutions.

Responsibilities include client development, strategy implementation, and collaboration with internal partners to grow referrals. Required FINRA licenses and life/health insurance credentials, with a robust benefits program.