Wealth Management Financial Advisor – Ridgewood

PNC; Ridgewood (NJ); On-site; USD 63,000 - 105,000; Full time

Benefits offered by this job

Medical and prescription coverage

401(k) with match

Pension and stock purchase plans

Job summary

PNC Wealth Management is seeking a Financial Advisor based in Ridgewood, NJ, to manage an assigned book of business and deliver comprehensive financial planning. You will work within a collaborative branch network, building client relationships and driving referrals while complying with regulatory standards.

The role emphasizes investment and insurance strategy development, ongoing client engagement, and coordination with internal partners to deliver personalized solutions.

Qualifications

• Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience.
• In lieu of a degree, a comparable combination of education, job specific certification(s), and experience may be considered.
• FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.

Responsibilities

• Consults on investment and insurance strategies, as well as the development of financial plans for clients.
• Acquires, expands and maintains client relationships through business development and client networking.
• Develops and implements investment and insurance strategies for clients.
• Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities.
• Meets service level agreements on lead and referral follow up.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Management

Education

Bachelor's

Job description

PNC Wealth Management is seeking a Financial Advisor based in Ridgewood, NJ, to manage an assigned book of business and deliver comprehensive financial planning. You will work within a collaborative branch network, building client relationships and driving referrals while complying with regulatory standards.

The role emphasizes investment and insurance strategy development, ongoing client engagement, and coordination with internal partners to deliver personalized solutions.