Wealth Management Financial Advisor — Client Planning & Growth

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

Benefits offered by this job

401(k) match

Health insurance

Paid holidays & vacation

Job summary

PNC Wealth Management is seeking a Financial Advisor based in Manchester, NJ. The role focuses on advisory and planning strategies to help clients meet savings, investing, and retirement goals within a collaborative branch network.

You will manage an assigned book of business, develop personalized financial plans, and work with internal partners to optimize referrals and client outcomes. Financial licensure and education are required.

Qualifications

• Bachelor’s degree required or equivalent
• FINRA Series 7 and 66 (or 63,65) required
• Life and Health Insurance license required

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients; grows and retains an investment and insurance book of business.
• Expands and maintains client relationships through networking; delivers exceptional client experience and referrals to internal partners as appropriate.
• Develops and implements investment and insurance strategies; presents sound financial recommendations and establishes financial plans tailored to client needs and objectives.
• Coaches branch staff and partners to identify investment opportunities; drives education and visibility and leads the team to investment results.
• Meets with managers and partners to review business results and pipeline; adheres to laws, regulations, and internal policies.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Education

Bachelor’s

Job description

PNC Wealth Management is seeking a Financial Advisor based in Manchester, NJ. The role focuses on advisory and planning strategies to help clients meet savings, investing, and retirement goals within a collaborative branch network.

You will manage an assigned book of business, develop personalized financial plans, and work with internal partners to optimize referrals and client outcomes. Financial licensure and education are required.