Wealth Management Advisor: Client Planning & Growth

PNC Financial Services Group; West Windsor (NJ); In loco; USD 68.000 - 83.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k) with PNC match

Pension and stock purchase plans

Educational assistance

Descrizione del lavoro

PNC Wealth Management is seeking a Financial Advisor based in West Windsor, NJ, or nearby Mercer Mall. The role focuses on investments, insurance, and financial planning for a diverse client base within a branch network.

You will own the client experience, grow an investment book, and collaborate with internal teams to deliver holistic solutions while maintaining compliance and service standards.

Competenze

• University degree in a relevant field or equivalent experience.
• Strong client-facing and financial planning skills.
• Experience in wealth management or advisory services.

Mansioni

• Consults on investment and insurance strategies and develops client financial plans.
• Grows and maintains a book of business and leads client relationships.
• Develops and implements investment strategies and presents recommendations.
• Coaches branch staff to identify opportunities and drives referrals.
• Meets with leadership to review results and maintain SLAs.

Conoscenze

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Management

Formazione

Bachelors

Descrizione del lavoro

PNC Wealth Management is seeking a Financial Advisor based in West Windsor, NJ, or nearby Mercer Mall. The role focuses on investments, insurance, and financial planning for a diverse client base within a branch network.

You will own the client experience, grow an investment book, and collaborate with internal teams to deliver holistic solutions while maintaining compliance and service standards.