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

Wealth Advisor: Client Planning & Investment Guidance

PNC Bank

PNC is seeking a Financial Advisor to work at our Rockaway Town Square, NJ location. You will handle investment strategies and client relationships while growing your book of business. This role is designed to support your success with robust training and state-of-the-art technology. The ideal candidate has a Bachelor's degree, strong financial analysis skills, and experience in client management. Join us to contribute effectively to our inclusive workplace culture. #J-18808-Ljbffr PNC

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Advisor: Client Planning & Investment Guidance in Rockaway, NJ vacancy
  • $75k

     ...s success. As a Financial Advisor within PNC Wealth Management, you will be based...  ...execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our...  ...financial recommendations and guidance to clients. Establishes... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Rockaway, NJ
    1 day ago
  • $116.2k - $229.1k

     ...insurance carriers strengthen financial planning, forecasting, and analytics...  ...• Collaborating with actuarial, investments, underwriting, claims, and other client stakeholders to assess current-state...  ...to mentor and provide clear guidance to others The team Deloitte's Finance... 
    Suggested
    Local area
    Visa sponsorship

    Deloitte

    Morristown, NJ
    2 days ago
  •  ...we have helped our clients spend their lives...  ...innovative financial planning. We combine the...  ...strategies—insurance, investments, and annuities—...  ...Our Financial Advisors are valued partners...  ...new successes! Wealth & Investment Management...  ...offering informed guidance to help clients... 
    Suggested
    Full time

    Northwestern Mutual

    Florham Park, NJ
    16 hours ago
  • $100k - $150k

     ...ResponsibilitiesFinancial Planning & Analysis Analyze clients' financial goals,...  ...positions, investment portfolios, and risk...  ...plans consistent with advisor best practices and...  ...strategies. Provide guidance and support to...  ...financial planning or wealth management... 
    Suggested
    Full time
    Work at office

    The Sanczyk Group

    Florham Park, NJ
    16 hours ago
  • $175k - $250k

     ...Senior Wealth Advisor Fairfield, NJ | Hybrid Industry: Registered Investment Advisor (RIA) / Wealth Management Compensation:...  ...Senior Wealth Advisor Role Our client is an established and rapidly...  ...with sophisticated financial planning needs. The Senior Wealth... 
    Suggested

    Right Executive Search, LLC

    Fairfield, Essex County, NJ
    2 days ago
  • $125k - $150k

     ...enabling them to preserve their wealth for future generations,...  ...Serve as primary advisor and relationship manager on key client relationships providing wealth management and investment advice to ultra-high net...  ...investment management, financial planning, tax strategy, family... 
    Permanent employment
    Temporary work
    Work at office
    Flexible hours

    Corient Capital Partners

    Morristown, NJ
    4 days ago
  • $1,000 per month

     ...Northwestern Mutual are provided guidance, connection, and a...  ...integrated financial planning practice from the...  ...your business and client base Develop and execute...  ...Representative or Advisor role upon graduation....  ...strategies—insurance, investments, and annuities—built to... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Remote work
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Florham Park, NJ
    3 days ago
  • $84.6k - $155.1k

     ...Strategy & Transactions team helps guide clients through their most critical moments...  ...Assisting clients with business plan development, strategic investment decisions, and other financial...  ...deadlines Ability to provide clear guidance to othersThe teamOur Valuation & Modeling... 
    Local area

    Deloitte

    Morristown, NJ
    2 days ago
  • $110.7k - $218.3k

     ...Consultant at Deloitte, you will help clients define their cloud strategy,...  ..., and post-go-live support planning.Assist with current-state and...  ...meet deadlines and provide guidance to junior team members The...  ..., as well as through our own investments, commitments, and actions... 
    Visa sponsorship

    Deloitte

    Morristown, NJ
    1 day ago
  • $80k - $90k

     ...Associate Wealth Advisor Focus Partners Wealth is seeking an Associate...  ...opportunity to work with a planning centric team dedicated to...  ...based on each of our unique clients' goals and aspirations. The...  ...management, tax, estate, and investment planning. Focus provides team... 
    Work at office
    Local area
    Remote work
    2 days per week

    SCS Financial

    Parsippany, NJ
    1 day ago
  •  ...business to solve the toughest client problems. From learning to...  ...for finance use cases such as planning, budgeting, forecasting, profitability...  ..., providing functional guidance and design clarification...  ..., as well as through our own investments, commitments, and actions across... 
    Local area
    Visa sponsorship

    Deloitte

    Morristown, NJ
    2 days ago
  • $128k - $252.5k

     ...Transactions team helps guide clients through their most critical...  ...Day 1 readiness, integration planning, separation planning, and post...  ...deadlinesAbility to provide clear guidance to othersThe TeamM&A advises...  ..., as well as through our own investments, commitments, and actions... 
    Local area

    Deloitte

    Morristown, NJ
    1 day ago
  •  ...Financial Services the Lead Advisor is responsible for...  ...and strengthening client relationships, delivering financial planning and investment advice, and actively developing...  ...life events, and firm guidance Portfolio and...  ...in financial services, wealth management, or advisory... 
    Work at office

    Kestra Financial

    Fairfield, Essex County, NJ
    4 days ago
  •  ...Looking for one Financial Advisor | Established Book of...  ...opportunity of a lifetime. Our client is a highly successful, independent wealth management firm near...  ...'s long-term succession plan. If you have built...  ...Dedicated in-house investment management so you can focus... 
    Permanent employment
    Full time
    Temporary work

    KDS Strategic Search Group

    Fairfield, Essex County, NJ
    1 day ago
  • $95.55k - $195.25k

     ...high value, quality tax services to our clients. Tax Transformation drives improvements...  ...client service delivery for Corporate, Investment Management, Operating Flowthroughs, Individuals...  ...include:Support project planning (workplans, milestones) and deliver assigned... 
    Work at office
    Local area
    Visa sponsorship

    Deloitte

    Morristown, NJ
    3 days ago
  •  ...Salary Type AnnuallyIndustry Wealth ManagementSelling Points Collaborate...  ...solutions to high-net-worth clients.Partner directly with the CEO...  ...service and strategic planning.Shadow the CEO to gain insights...  ...aligned with client investment objectives.Ensure all client... 

    Green Key Resources

    Parsippany, NJ
    1 day ago
  • $82.6k - $162.8k

     ...implementation of NetSuite solutions that help clients meet their business goals, working...  ...components and prototypesDrive test planning, execution, and optimization supportTroubleshoot...  ...next stage of growth. We’re just as invested in our own team’s growth, with hands-on... 
    Local area
    Visa sponsorship

    Deloitte

    Morristown, NJ
    1 day ago
  • $110.7k - $218.3k

     ...Senior Consultant at Deloitte, you will help clients design and implement NetSuite solutions...  ...components and prototypesDrive test planning, execution, and optimization supportTroubleshoot...  ...next stage of growth. We’re just as invested in our own team’s growth, with hands-on... 
    Local area
    Visa sponsorship

    Deloitte

    Morristown, NJ
    1 day ago
  • JPMorganChase in Parsippany-Troy Hills, NJ, seeks a Financial Advisor to deliver personalized investment solutions and cultivate client relationships. Candidates must have at least 2 years in a financial advisory role and possess a valid Series 7 and Series 66 licenses.... 

    JPMorganChase

    Parsippany, NJ
    3 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual...  ...where you can help your clients achieve their goals through financial planning. On your path to becoming...  ...· Education Funding · Investment & Advisory Services · Trust...  ...Northwestern Mutual Wealth Management Company® (... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Florham Park, NJ
    4 days ago
  • $200k

     ...Financial Advisor Company: Simon Quick Advisors...  ...offers holistic financial planning solutions for affluent...  ...is to give our clients and our team the freedom...  ...and executing strategic wealth management solutions that...  ...goals, integrating investment management, tax efficiency... 
    Work at office
    Local area

    Simon Quick Advisors

    Morristown, NJ
    2 days ago
  • $110.7k - $218.3k

     ...transformation, and help clients unlock lasting value...  ..., including work-plan execution, dependencies...  ...as a day-to-day client advisor by communicating progress...  ...to provide clear guidance to others The team Deloitte...  ...as through our own investments, commitments, and actions... 
    Local area

    Deloitte

    Morristown, NJ
    1 day ago
  • $82.6k - $162.8k

     ...digital transformation, and help clients unlock lasting value through...  ...workstreams by tracking work-plan activities, identifying...  ...deadlines Ability to provide clear guidance to others The team Deloitte’s...  ..., as well as through our own investments, commitments, and actions... 
    Local area

    Deloitte

    Morristown, NJ
    1 day ago
  •  ...knowledgeable Financial Services Advisor to join our team. In...  ...servicing existing clients and their accounts to...  ...them through the planning process with the end-goal...  ...your skills in wealth management, portfolio...  ...financial documents, such as investment reports, retirement... 

    RGA

    Parsippany, NJ
    12 days ago
  • Fulton Bank in Parsippany, NJ is seeking a full-time on-site Financial Advisor to advise clients on financial plans using tax and investment strategies, securities, insurance, pension plans, and real estate. You will assess clients' assets, liabilities, cash flow, insurance... 
    Full time

    Fulton Bank - Students

    Parsippany, NJ
    2 days ago
  • $141.2k - $278.3k

     ..., Risk & Forensic team helps client leaders translate multifaceted...  ...activities, including work planning, status reporting, quality review...  ...to mentor and provide clear guidance to others The team Our...  ..., as well as through our own investments, commitments, and actions across... 
    Local area
    Visa sponsorship

    Deloitte

    Morristown, NJ
    1 day ago
  • $100.4k - $197.9k

     ...advising life insurance and annuity clients on actuarial modernization,...  ...to provide clear guidance to others The team Insights,...  ...models for pricing, financial planning, asset liability management,...  ..., as well as through our own investments, commitments, and actions across... 
    Local area
    Visa sponsorship

    Deloitte

    Morristown, NJ
    1 day ago
  •  ...solicits new and existing investments and insurance from high...  ...Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to...  ...customer and with the client’s best interest in mind...  ...utilizing experts in Financial Planning, Carriers, Wholesalers... 
    Work experience placement
    Bank staff
    Work at office

    M&T Bank

    Parsippany, NJ
    7 hours ago
  • $102.8k - $188.4k

     ...Strategy & Transactions team helps guide clients through their most critical moments...  ...clients with business plan development, strategic investment decisions, and other financial objectives...  ...deadlinesAbility to provide clear guidance to othersThe teamOur Valuation & Modeling... 
    Local area

    Deloitte

    Morristown, NJ
    3 days ago
  •  ...owners build, protect, and grow their wealth. We don’t do one-size-fits-all....  ..., and education. We aim to be the advisors clients trust for life, not just for one...  ...client’s goals and create personalized plans covering retirement, investments, insurance, and estate planning.... 
    Work at office
    Flexible hours

    WealthBridge Financial Group

    Morristown, NJ
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Advisor: Client Planning & Investment Guidance. Be the first to apply!