Financial Advisor - PNC Wealth Management
$75kPNC
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you will be based at our Millburn, NJ location. Job Description Consult on investment and insurance strategies, and develop financial plans for clients. Acquire, expand, and maintain client relationships through business development and networking. Develop and implement investment and insurance strategies for clients, and present solutions. Coach and educate branch staff and internal partners to identify investment opportunities. Meet regularly with branch manager and internal partners to review business results and pipeline management, and meet service level agreements on lead and referral follow‑up. Employee Expectations Customer Focused – Knowledgeable of values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk – Assess and effectively manage all of the risks associated with business objectives and activities to ensure adherence to and support of PNC’s Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Client Prospecting Client Relationship Building Credit Risk Analysis Customer Engagement Financial Analysis Financial Modeling Investment Banking Public Speaking Relationship Building Relationship Management Competencies Coaching Others Customer Experience Management Customer Retention Effective Communications Interpersonal Relationships Managing Multiple Priorities Prospecting Sales Tasks And Activities Selling Work Experience 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 (including military service) may be considered. Education Bachelors Certifications No required certifications. Licenses FINRA Series 7 and 66 (or 63, 65) required. Life and Health Insurance required. Pay Transparency Base Salary: $75,000.00 – $75,000.00. Salaries may vary based on geographic location, market data, and individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business, and/or individual performance. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Options for full-time employees include medical/prescription drug coverage (with a Health Savings Account feature), dental and vision, employee and spouse/child life insurance, short and long-term disability protection, 401(k) with PNC match, pension and stock purchase plans, dependent care reimbursement account, backup child/elder care, adoption, surrogacy, and doula reimbursement, educational assistance, including select programs fully paid, and a robust wellness program with financial incentives. Paid time off includes maternity and/or parental leave; up to 11 paid holidays; 9 occasional absence days; 15-25 vacation days; and years of service. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at View email address on click.appcast.io. Include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Applicants may also call View phone number on click.appcast.io and say “Workday” for accommodation assistance. All information provided will be kept confidential and used only to the extent required to provide needed reasonable accommodations. PNC provides reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 and/or the Financial Industry Regulatory Authority, which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices. #J-18808-Ljbffr
$75k
...Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets... ...to contribute to the company's success. As a Financial Advisor within PNC Wealth Management, you will be based at our Millburn, NJ location....SuggestedFull timeTemporary workPart timeWork experience placementWork at office$75k
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we... ...customers and fostering an inclusive workplace culture. As a Financial Advisor within PNC Wealth Management, you will be based at our Millburn, NJ location. Job...SuggestedTemporary workWork experience placement$75k - $125k
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For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. By integrating financial planning, investment management, tax, estate, insurance, and more,... ...our clients. Job Summary The Wealth Path Wealth Advisor works in...Temporary workWork at officeLocal areaMonday to FridayFlexible hours- Merrill Wealth Management is seeking a Financial Advisor in Florham Park, NJ. This role involves developing relationships with high-net worth individuals and providing comprehensive investment recommendations tailored to their financial goals. The ideal candidate will...Work at office
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...At Premier Path Wealth Partners, we don’t just manage wealth—we help ultra-high-net-worth families build meaningful... ...At Premier Path, we believe great financial advice starts with great... ...seeking an experienced Associate Wealth Advisor, holding a CFP or equivalent designation...Summer workWork at officeLocal areaWork from homeMonday to FridayAfternoon shiftEarly shift- Broadridge is seeking a Financial Analyst to support the Wealth business in Newark, NJ. This role involves creating management reports, developing plans, and advising on revenue and expenses. The successful candidate will have a Bachelor's Degree in Finance, along with...Work at office
- ...Merrill Advisor Development Program - Financial Advisor: Morristown Short Hills Market Florham Park, New Jersey To proceed with your application... .... Acknowledge ( Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$60k - $80k
...,000.00 to $80,000.00 annually Position Overview Hennion & Walsh is seeking ambitious and motivated Financial Advisor Associates to join our growing wealth management team. This is an opportunity for licensed financial professionals who want more than just a job — it’...- W3Global in Berkeley Heights, NJ is seeking Financial Professionals who will advocate for clients and continually enhance their financial... ...that protect assets, clarify finances, and help build lasting wealth. The role emphasizes entrepreneurship, ongoing education, mentorship...
$65k - $80k
...heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial... ...practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice...- About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives... ...perfect our craft of personalized financial planning with our team-based... ...is looking for a Financial Advisor to help clients achieve their...Temporary workWork at officeFlexible hours
$85k - $145k
...Description Why Work at Mercer Advisors? For more than 40 years,... ...families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax,... .... Job Summary: The Wealth Path Wealth Advisor works in a...Temporary workWork at officeLocal areaMonday to FridayFlexible hours$85k - $145k
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- Schwab is seeking a Financial Consultant to provide financial guidance while fostering lasting client relationships built on trust and respect. The individual will be responsible for managing wealth and financial planning for Schwab clients as well as growing their practice...
$50 - $60 per hour
...experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you... ...Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with...Hourly payContract workFor contractorsWork experience placementRemote work
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