Financial Advisor - PNC Wealth Management
$75kFairygodboss
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
$75k
...Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we... ...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...SuggestedFull timeTemporary workWork experience placement- ...RMR Wealth Builders is seeking a Wealth Advisor to join our growing team at our Montclair, New Jersey headquarters. This... ...client‑facing role focuses on comprehensive financial planning, retirement education, and relationship management. Job Location Montclair, NJ (In-Person,...SuggestedFull timeLocal areaImmediate start
$48k - $100k
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...Overview As a Financial Professional, you will be an advocate for your clients, continually... ...understand their financial life, and build wealth for the future. Qualifications A passion... ...technology to help you appropriately gather, manage, and service your clients. Development...Contract work
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