Wealth Management Advisor — Build Client Portfolios

PNC; Red Bank (NJ); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Medical Insurance

401(k) Plan

Paid Holidays

Dental & Vision

Job summary

Based at our Red Bank, NJ location, the Financial Advisor will partner with clients to develop investment and insurance strategies, grow a book of business and deliver an exceptional client experience, working with branch teams to align plans with saving and retirement goals.

Qualifications include FINRA Series 7 and 66 (or 63/65) and Life and Health Insurance; a bachelor’s degree is typical. PNC offers a comprehensive benefits package and an in‑office culture. Visa sponsorship is not provided.

Qualifications

• University degree commonly required.
• FINRA licensure required or in progress.
• Experience in wealth management or financial planning preferred.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and retains an investment/insurance book of business.
• Owns the client experience, handling sales, service, and referrals to internal partners.
• Acquires and expands client relationships through networking.
• Presents sound financial recommendations and guides clients through plans.

Skills

Client Prospecting

Relationship Building

Financial Analysis

Public Speaking

Sales Skills

Education

Bachelor's degree

FINRA Series 7 & 66

Life & Health Insurance License

Job description

Based at our Red Bank, NJ location, the Financial Advisor will partner with clients to develop investment and insurance strategies, grow a book of business and deliver an exceptional client experience, working with branch teams to align plans with saving and retirement goals.

Qualifications include FINRA Series 7 and 66 (or 63/65) and Life and Health Insurance; a bachelor’s degree is typical. PNC offers a comprehensive benefits package and an in‑office culture. Visa sponsorship is not provided.