Wealth Management Advisor – Client Planning

PNC; Rockaway (NJ); Híbrido; USD 68.000 - 83.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical coverage

Dental & vision insurance

401(k) with company match

Life insurance & disability

Descripción de la vacante

PNC Financial Services Group, Inc. is hiring a Financial Advisor for PNC Wealth Management in Rockaway, NJ. You will manage an assigned client book, deliver personalized investment and insurance strategies, and support branch collaboration to achieve growth and service excellence.

Ideal candidates have 2+ years of experience, a bachelor's degree, and FINRA licenses with life/health insurance credentials. This in-office role offers a robust training program and comprehensive benefits.

Formación

• 2+ years of relevant professional experience
• Bachelor's degree required
• FINRA Series 7 and 66 (or 63,65) required; Life and Health Insurance required
• Licenses: FINRA and life/health insurance as applicable

Responsabilidades

• Consult on investment and insurance strategies and develop financial plans for clients.
• Acquire, expand, and maintain client relationships through business development and client networking.
• Develop and implement investment and insurance strategies for clients; present recommendations.
• Actively coach branch staff to identify investment opportunities and drive referrals.
• Meet with branch manager or partners to review business results and pipeline management.

Conocimientos

Prospecting

Client relationships

Credit risk analysis

Customer engagement

Financial analysis

Financial modeling

Investment banking

Public speaking

Relationship building

Relationship management

Educación

Bachelor's degree

Descripción del empleo

PNC Financial Services Group, Inc. is hiring a Financial Advisor for PNC Wealth Management in Rockaway, NJ. You will manage an assigned client book, deliver personalized investment and insurance strategies, and support branch collaboration to achieve growth and service excellence.

Ideal candidates have 2+ years of experience, a bachelor's degree, and FINRA licenses with life/health insurance credentials. This in-office role offers a robust training program and comprehensive benefits.