Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Advisor - PNC Wealth Management

$75k

Fairygodboss

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 and fostering an inclusive workplace culture. 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, grow and retain an investment and insurance book of business, and own the client experience. Acquire, expand and maintain client relationships through business development and client networking, growing loyalty and share of wallet through an exceptional client experience. Develop and implement investment and insurance strategies for clients, determine the best products, present sound financial recommendations, establish individual financial plans and monitor and recommend changes. Coach and educate branch staff and internal partners to identify investment opportunities, drive investment education and visibility, lead the branch team on actions to achieve investment results, and communicate with partners to build strong relationships. Meet regularly with branch manager and internal partners to review business results, manage pipeline, meet service level agreements on lead and referral follow-up, and comply with all applicable laws, regulations, policies and guidelines. Qualifications 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. A comparable combination of education, job‑specific certification(s) and experience, including military service, may be considered. Education Bachelors Certifications No Required Certification(s) 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 Incentive eligibility based on company, business, and/or individual performance. Benefits Medical/prescription drug coverage with a Health Savings Account feature, dental and vision options; 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; back‑up child/elder care; adoption, surrogacy and doula reimbursement; educational assistance; robust wellness program with financial incentives; paid time off including maternity/parental leave, paid holidays, occasional absence days, vacation days, and years of service. Disability Accommodations Statement To request accommodations for the application process, email View email address on click.appcast.io with subject line “accommodation request” and include your name, the job ID and preferred contact method. For phone assistance call View phone number on click.appcast.io and say “Workday.” Legal, confidentiality and privacy assurances are provided in accordance with applicable laws. 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 protected categories. This position follows FDIA and SAFE Act regulations, preventing hiring of individuals with prohibited criminal histories. California Residents Refer to the California Consumer Privacy Act Privacy Notice for how PNC may use or disclose your personal information in our hiring practices. #J-18808-Ljbffr

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor - PNC Wealth Management in Millburn, NJ vacancy
  • $75k - $125k

     ...Position Overview At PNC, our people are our greatest differentiator and competitive...  ...connect with their recruiter and hiring manager to understand workplace expectations and...  ...strategies, as well as the development of financial plans for clients. Grows and retains an investment... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Millburn, NJ
    10 hours ago
  • Broadridge Financial Solutions in Newark, NJ, is seeking a Financial Analyst to join the FP&A team supporting the Wealth business. This position will involve creating management reports, developing annual plans, and advising leadership on financial performance. The ideal... 
    Suggested
    Work at office

    Broadridge Financial Solutions

    Newark, NJ
    4 days ago
  • Fairygodboss is seeking a Financial Advisor to be based in Millburn, NJ. In this role, you will provide expert financial consulting, develop investment and insurance strategies for clients, and expand client relationships through a commitment to exceptional service. You... 
    Suggested

    Fairygodboss

    Millburn, NJ
    3 days ago
  • The Private Banker Function Group Manager manages a team of senior professionals. The role...  ...of clients’ businesses and sources of wealth generation. Anticipate events in a client...  ...life and business that have significant financial implications. Bring together the... 
    Suggested

    Citigroup Inc.

    Short Hills, NJ
    3 days ago
  •  ...A leading wealth management firm in New Jersey seeks an Associate Wealth Advisor to support high-net worth clients. This role involves preparing wealth plans, documenting client discussions, and transitioning client relationships. Candidates must possess strong communication... 
    Suggested

    Corient Private Wealth LLC.

    Convent Station, NJ
    14 hours ago
  •  ...A leading financial services firm in Morristown, NJ is seeking a Wealth Management Associate to build client relationships and develop personalized financial strategies. Candidates should have a Bachelor's degree, excellent communication skills, and a values-driven mindset... 
    Traineeship

    Equitable Advisors LLC

    Convent Station, NJ
    4 days ago
  •  ...Merrill Experienced Financial Advisor Locations: Honolulu, Hawaii; North Bethesda, Maryland; Los Angeles, California; New York, New...  ...requirements prior to applying for any new position. Merrill Wealth Management is a leading provider of comprehensive wealth management... 
    Shift work
    Day shift

    Arizona Staffing

    Short Hills, NJ
    14 hours ago
  • $85k - $145k

     ...Wealth Advisor, UHNW (Morristown, NJ) For 40 years, Mercer Advisors has worked with families...  ...help them amplify and simplify their financial lives. Whether a family has $300 thousand...  ...financial planning, investment management, tax and estate planning, insurance, and... 
    Temporary work
    Work at office
    Remote work
    Monday to Friday

    Mercer Advisors

    Morristown, NJ
    4 days ago
  • $130k - $160k

     ...Senior Financial Advisor Wiss Family Office currently advises on over $2.0B in assets and is a full-service boutique wealth management firm offering a variety of services to Hnw and Uhnw client base, with referrals from our parent firm, Wiss (fast-growing full-service... 
    Work at office

    Wiss & Company

    Florham Park, NJ
    6 days ago
  • $85k - $145k

     ...Wealth Advisor (Morristown, NJ) Morristown, New Jersey Why Work at Mercer Advisors? For more than...  ...helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance,... 
    Temporary work
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Morristown, NJ
    1 day ago
  •  ...Wealth Enhancement Group in Summit, NJ is seeking a Financial Advisor to help clients achieve their financial goals while providing exceptional service. This role includes managing client relationships, facilitating financial planning, and sourcing prospects. The ideal... 

    Wealth Enhancement Group

    Summit, NJ
    3 days ago
  • PNC in Millburn, New Jersey is seeking a talented professional to consult on investment and insurance strategies, manage client relationships, and develop personalized financial plans. This role fosters a supportive culture where employees can thrive and achieve balance... 

    Fairygodboss

    Millburn, NJ
    4 days ago
  • $65k - $70k

    Citizens Wealth Management is honored to be a high quality provider in the investment services...  ...currently hiring talented Virtual Wealth Advisors who proactively identify and sell a...  ...responsible for delivering personalized financial strategies to mass affluent clientele.... 
    Currently hiring
    Work at office
    Local area
    Flexible hours

    Citizens

    Summit, NJ
    3 days ago
  • $85k - $145k

    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 work
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Convent Station, NJ
    4 days ago
  • Wealth Enhancement Group, LLC in Summit, New Jersey, seeks a dedicated professional to manage client relationships and facilitate financial planning processes. The ideal candidate should have substantial experience in the wealth management industry and possess strong analytical... 

    Wealth Enhancement Group, LLC

    Summit, NJ
    2 days ago
  • 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

    Broadridge

    Newark, NJ
    2 days ago
  • $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... 

    Fairygodboss

    Millburn, NJ
    1 day ago
  • $125k - $150k

     ...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 work
    Work at office
    Local area
    Work from home
    Monday to Friday
    Afternoon shift
    Early shift

    Premier Path Wealth Partners

    Madison, NJ
    3 days ago
  •  ...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...  ...programs, and proficient in advisor/client facing technology... 
    Temporary work
    Flexible hours

    Wealth Enhancement Group

    Summit, NJ
    4 days ago
  • $100k

    Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services...  ...goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue... 
    Hourly pay
    Work at office
    Shift work
    Day shift

    Bank of America

    Florham Park, NJ
    3 days ago
  •  ...Morgan Chase & Co. is a leading global financial services firm with assets of more than...  ...& Securities Services, Asset & Wealth Management, Retail Financial Services and Card Services...  ...private bank, with more than 1,800 client advisors in 120 offices in 11 countries.... 
    Bank staff

    JPMorgan Chase

    Jersey City, NJ
    2 days ago
  •  ...National Trust (AMG) is a privately-held wealth management firm headquartered in Denver, Colorado...  ...develop strategies for long-term financial success. We provide integrated financial...  ...Provides analytical support to Financial Advisors and Investment Group EDUCATION /... 
    Work experience placement
    Flexible hours

    AMG National Trust

    Morristown, NJ
    4 days ago
  • $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,...  ...and challenges. Regis Wealth Advisors work hand-in-hand with... 
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Morristown, NJ
    5 days ago
  • $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 work
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Morristown, NJ
    1 day ago
  • 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... 

    Fairygodboss

    Millburn, NJ
    2 days ago
  •  ...quo and transform the finance industry together. As a Sr. Manager within the Wealth & Product Risk & Governance (WP R&G) organization, you'll...  ...effective risk mitigation with business enablement in a dynamic financial services environment. Regulatory and compliance... 

    Charles Schwab

    Jersey City, NJ
    4 days ago
  •  ...Associate in Montclair, New Jersey, who will provide essential client service and operational support to Private Client Advisors in Wealth Management. The role includes facilitating requests, maintaining client relationships, and ensuring compliance. Candidates must obtain... 

    JPMorganChase

    Montclair, NJ
    5 days ago
  • $85k - $145k

     ...A financial advisory firm is seeking a Wealth Path Wealth Advisor in Morristown, NJ. This role requires acting as the primary advisor for 150-250 clients while ensuring quality client care and onboarding new clients. The ideal candidate will have a Bachelor's degree, a... 

    Mercer Advisors

    Convent Station, NJ
    1 day ago
  •  ...organization? Join J.P. Morgan’s Asset & Wealth Management Operations team as a Business Manager,...  ...performance, and serve as a trusted advisor to executive leadership. This position...  ...+ years of experience in or related to financial services strategy, business management... 

    Aumni

    Jersey City, NJ
    3 days ago
  •  ...Experienced Financial Advisor Remote / Hybrid Opportunities Available What You’ll Do Client Relationship Management Develop and maintain long-term client relationships Conduct comprehensive...  ...pursue retirement, protection, and wealth accumulation goals Business Development... 
    Work at office
    Remote work

    Wisepath Financial Group

    Millburn, NJ
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor - PNC Wealth Management. Be the first to apply!