Financial Advisor - PNC Wealth Management
PNC Bank
Position Overview Financial Advisor – PNC Wealth Management. Location: Rockaway Town Square, NJ. Job Description Consults on investment and insurance strategies, and develops financial plans for clients. Grows and retains an investment and insurance book of business. Owns client experience, handling sales and service, and executes opportunities, making referrals to internal partners. Acquires, expands, and maintains client relationships through business development and networking. Builds loyalty and share of wallet through exceptional service. Applies product and procedural knowledge to solve client problems efficiently. Develops and implements investment and insurance strategies; determines best products; presents sound recommendations and guidance; establishes individual plans; monitors plans and recommends changes. Coaches and educates branch staff and partners to identify investment opportunities; drives investment education and visibility. Leads branch team in achieving investment results; demonstrates urgency and leads by example. Communicates with managers and partners to review business results and pipeline management; meets service level agreements on lead and referral follow‑up; adheres to 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: at least 2+ years of relevant professional experience with a university or college degree; alternatively, comparable education, certifications, and experience (including military service) Education: bachelor’s degree Certifications: none required Licenses: FINRA Series 7 and 66 (or 63,65) required; life and health insurance required Base Salary: $75,000.00 – $75,000.00, incentive eligible based on performance Benefits Medical/prescription drug coverage (with Health Savings Account) Dental and vision coverage Employee and spouse/child life insurance Short-term 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, including select fully paid programs Robust wellness program with financial incentives Paid time off: maternity/parental leave, up to 11 paid holidays, 9 occasional absence days, 15–25 vacation days each year (vary by career level) Equal Employment Opportunity 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 registered roles, the Secure and Fair Enforcement for Mortgage Licensing Act 2008 and/or FINRA, which prohibit hiring individuals with certain criminal history. Disability Accommodations Applicants requiring accommodations may contact View email address on click.appcast.io or call View phone number on click.appcast.io and say “Workday.” All information will be kept confidential and used only to provide needed reasonable accommodations. PNC provides reasonable accommodations to applicants and qualified individuals with a disability. #J-18808-Ljbffr PNC
$75k
PNC is seeking a Financial Advisor for PNC Wealth Management located in Rockaway, NJ. The role focuses on consulting clients regarding investment and insurance strategies, enhancing client relationships, and driving business growth. The ideal candidate will have a Bachelor...Suggested$90k - $250k
FINANCIAL ADVISOR - WEALTH MANAGEMENT ADVISOR | INVESTMENT ADVISOR REPRESENTATIVE | RETIREMENT PLANNING SPECIALIST LOCATION: Remote / Hybrid, United States JOB TYPE: Full-Time SALARY: $90,000 - $250,000 per year (W-2; Commission-Based; Residual Income; Production-Based...SuggestedFull timeRemote workFlexible hours$60k - $120k
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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$125k - $150k
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...doing the right thing. About the role The Associate Sales Finance Manager is the key finance partner for some of Reckitt’s Essential Home... ...the channels, Planning, Analysis & Business Partnering Lead financial planning, forecasting, and monthly performance analysis in...Temporary workLocal area
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