Financial Advisor - PNC Wealth Management
$75kDormont Manufacturing Co
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 in Center City, Hamilton, NJ. Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Management advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC’s referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors’ success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Wealth Management, we are passionate about our values and helping our advisors build their future. PNC is an in‑office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate. Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently. Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed. Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity. Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused – Knowledgeable of the 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 – Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support 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 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 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Application Window Generally, this opening is expected to be posted for two business days from 03/04/2026, although it may be longer with business discretion. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full‑time employees include: 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; backup child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part‑time employees, visit pncthrive.com. 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. Please 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. Emails not related to accommodation requests will not receive responses. 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 will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide 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 (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), 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 Dormont Manufacturing Co
$60k - $80k
...poster from Northwestern Mutual Recruiter at Tri-Harbor Financial Group of Northwestern Mutual Wealth Management Associate Job Description Wealth Management... ...Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021. 2 To determine...SuggestedFull timeFor contractorsWork experience placementWork at office$140k - $175k
...Private Wealth Advisor U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary...SuggestedTemporary workWork at officeRemote workFlexible hours3 days per week$75k
...Hudnall Capital Advisors is seeking a motivated entry-level Financial Advisor to join our expanding team. The ideal candidate will have a Bachelor's degree and possess strong communication and analytical skills. Responsibilities include developing tailored financial plans...Suggested- A leading financial services firm in Brooklyn seeks a Private Client Advisor in Chase Wealth Management. Your role involves offering comprehensive financial planning and advice, cultivating strong client relationships, and providing exceptional service. Ideal candidates...Suggested
$100k - $110k
TIAA is seeking a Wealth Management Advisor in New York, NY to develop a high-quality wealth management practice by managing and deepening relationships... ...with high-net-worth clients. You will provide tailored financial strategies and proactively grow your client base while...Suggested- A wealth management platform is seeking an experienced Financial Planner to craft tailored financial plans, collaborate with a dynamic team, and contribute to tech innovations in the financial sector. The ideal candidate will hold relevant financial certifications and...
- TD Bank is seeking a Financial Advisor in New York, NY to provide financial planning guidance and investment management solutions. Applicants should have a Bachelor's degree and at... ...serving as a primary contact for clients at TD Wealth, delivering exceptional customer service,...
- ...to apply to additional opportunities About the division Wealth Management includes Private Wealth Management, Goldman Sachs Ayco... ...clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning...Full timeWork at office
- ...rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther’s founders are leaders... ...regular meetings to assess evolving financial needs, goals, and risk tolerance Advise on...Work at office
- ...entry-level insurance sales representative position. In this role, you'll work closely with clients to craft personal insurance and financial solutions, backed by extensive mentorship and training resources. The company provides support by covering your licensing costs...Traineeship
$100k - $160k
Goldman Sachs Bank AG seeks a Private Wealth Advisor in New York to develop personalized wealth management strategies for clients. The ideal candidate will have over... ...000-$160,000, and benefits include healthcare, financial wellness, and family care services. Join a...- TD is seeking a Financial Advisor in Brooklyn, New York, to provide financial planning guidance and sell investment management solutions. This role focuses on serving TD Wealth clients by understanding their unique financial needs and goals. The ideal candidate has a bachelor...
$103.28k
Job Description At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined... ..., consultative advisory approaches and sound personal financial planning and financial advisory concepts. Primary Responsibilities...Full timeFlexible hours- Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. Wearen’tyour typical wealth management firm. Our intense client focus is at the center of everything... ..., offering truly in-depth financial planning. We set ourselves apart by...Local area
- A leading financial services firm is seeking a Financial Advisor for a full-time role in New York, NY. The Financial Advisor will deliver financial planning guidance and investment management solutions to wealth clients. Responsibilities include client management, achieving...Full time
$100k - $300k
A growing wealth management firm in the United States seeks an experienced Wealth Management Advisor to enhance client relationships and deliver personalized financial advice. This role offers a modern work environment and stability with competitive compensation ranging...Remote job- Charles Schwab is seeking a Financial Consultant to provide wealth management and financial planning advice. You will build lasting client relationships and empower them to own their financial futures. The role requires strong qualifications, including an active FINRA Series...
$100k - $220k
Wealth Advisor New York, NY (In Office) Wealth Advisor Overview Our Mission NerdWallet Wealth... ...Advisor (RIA) redefining wealth management. Founded by experienced advisors, we deliver... ...-to-human service through personalized financial planning, research-driven investing and...Full timeWork at officeRemote workFlexible hours$100k - $110k
Retirement Resource Center, LLC. in New York is seeking a Wealth Management Advisor to develop and manage a practice specializing in high-net-... ...and deepening client relationships and delivering tailored financial strategies with a fiduciary approach. Applicants should...$125k - $200k
About Titan Titan is an award-winning wealth manager with a mission to increase our generation... ...to do this by putting a human wealth advisor in every pocket. Historically, wealth managers... ...outcomes and compounding their financial knowledge. You will work directly with...Work at office- A leading wealth management firm in New York is seeking an experienced Wealth Advisor to join their Advisory team. The successful candidate will manage a portfolio of high-net-worth clients, delivering exceptional financial insights and tailored solutions. You will engage...
$85k - $145k
For more than 40 years, Mercer Advisors has helped families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate,... ...with confidence. Job Summary The Wealth Path Wealth Advisor works in a client...Temporary workWork at officeLocal areaMonday to FridayFlexible hours$100k - $250k
Empirical Wealth Management in New York is seeking experienced Financial Advisors to enhance their practice. The ideal candidates will focus on high-net-worth clients and provide comprehensive investment and financial services. Responsibilities include onboarding new clients...- Blue Ocean Wealth Solutions, LLC, located in New York, is seeking a passionate Financial Advisor to join their team. This role focuses on client relationship management and delivering customized financial planning solutions. Ideal candidates will possess strong interpersonal...
$105k - $175k
Macquarie Global Services in New York is seeking an Associate in Alternatives Wealth Fund Management to manage financial controls and reporting for alternative investment products. The successful candidate will ensure the audit process is timely, provide accounting support...- A leading financial services firm in Brooklyn is seeking a Private Client Advisor in Chase Wealth Management. This role involves offering comprehensive financial planning and investment solutions to a diverse range of clients. Ideal candidates will have at least 2 years...
- TD is seeking a Financial Advisor in Long Beach, New York, to provide financial planning guidance and investment management solutions. The role includes building client relationships and... ...TD to contribute positively to the wealth management sector. #J-18808-Ljbffr TD
- Prosperity, an EisnerAmper Company, is seeking a Senior Wealth Advisor based in Pennsylvania to join its wealth management team. This role requires managing client relationships, providing objective financial advice, and acquiring new clients. You will work in a hybrid...Remote work
$105k - $250k
Citizens is seeking a Financial Advisor in New York to develop a personalized wealth management practice. The role involves enhancing relationships with partners and engaging clients proactively. The ideal candidate will have at least 2 years of experience in financial...$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 workWork at officeLocal areaMonday to FridayFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor - PNC Wealth Management. Be the first to apply!
- project finance associate Brooklyn, NY
- financial advisor part time Brooklyn, NY
- financial planner Brooklyn, NY
- financial planning associate Brooklyn, NY
- financial advisor associate Brooklyn, NY
- jde finance consultant Brooklyn, NY
- financial advisor development program Brooklyn, NY
- associate leveraged finance Brooklyn, NY
- finance associate Brooklyn, NY
- estate planning consultant Brooklyn, NY

