Wealth Advisor: Premier Client Experience

PNC

Hamilton Township (NJ)

On-site

USD 67,500 - 82,500

Full time

14 days+

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Benefits offered by this job

Health insurance

401(k) with company match

Dental and vision coverage

Paid time off

Job summary

PNC is seeking a Premier Client Advisor in Hamilton, NJ within Wealth Management to deliver tailored investment and insurance plans while building a book of high‑value clients. The role centers on selling, service, and confident collaboration with internal partners to optimize client experiences.

The candidate should bring 2+ years of relevant experience and a Bachelor’s degree, plus FINRA licenses and Life/Health insurance credentials.

Qualifications

2+ years of relevant professional experience; a university/college degree preferred, but an equivalent combination of education, job-specific certification(s), and experience may be considered.

Responsibilities

Consult on investment and insurance strategies, develop financial plans for clients, grow and retain a book of business, and own the client experience by efficiently handling sales and service.
Acquire, expand, and maintain client relationships through business development and networking, growing client loyalty and share of wallet via a superior client experience.
Develop and implement investment and insurance strategies, determine the best products to support those strategies, present sound financial recommendations, and establish individual financial plans based on client needs and objectives.
Coach and educate branch staff and internal partners to identify investment opportunities; drive investment education and visibility among branch staff; partner with Private Client Banker to lead the branch team to achieve investment results; maintain effective communication with internal and external partners to build relationships that drive referral activity.
Meet regularly with branch manager and partners to review business results and pipeline management and meet service level agreements on lead and referral follow-up while adhering to all applicable laws, regulations, policies, and guidelines.