Wealth Management Financial Advisor: Build Client Portfolios

Fairygodboss; Princeton (NJ); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Health insurance

401(k) with PNC match

Paid time off

Job summary

PNC Wealth Management is seeking a Financial Advisor to manage and grow an assigned book of business within a bank-branch network in New Jersey. You will provide investment and insurance planning, deliver personalized financial solutions, and collaborate with branch teams to achieve objectives.

The role emphasizes customer-focused service, ongoing education, and strong engagement with clients to support their retirement and wealth goals.

Qualifications

• Bachelor's degree required.
• 2+ years of relevant professional experience preferred.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Acquire and expand client relationships through networking and referrals.
• Develop and implement investment strategies and present sound financial guidance.
• Coach and educate branch staff to identify investment opportunities and drive referrals.
• Meet with leadership to review results and ensure regulatory compliance.

Skills

Client Prospecting

Relationship Building

Financial Analysis

Public Speaking

Investment Knowledge

Sales Skills

Cross-functional Collaboration

Education

Bachelor's degree

Job description

PNC Wealth Management is seeking a Financial Advisor to manage and grow an assigned book of business within a bank-branch network in New Jersey. You will provide investment and insurance planning, deliver personalized financial solutions, and collaborate with branch teams to achieve objectives.

The role emphasizes customer-focused service, ongoing education, and strong engagement with clients to support their retirement and wealth goals.