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Wealth Advisor - PNC Wealth Management

Date Posted: Jun 24, 2026
Yearly: USD - USD
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Job Detail

  • location_on
    Location Red Bank, New Jersey, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Sep 22, 2026
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Job Description

Overview

As a Wealth Advisor at PNC Wealth Management, you will play a crucial role in consulting on investment and insurance strategies while developing financial plans for clients. This position emphasizes the importance of client relationships and aims to provide exceptional customer experiences. PNC fosters an inclusive culture and supports employees in achieving work-life balance.

Key responsibilities

  • Consult on investment and insurance strategies for clients.
  • Develop and implement financial plans based on client needs and objectives.
  • Grow and retain an investment and insurance book of business.
  • Acquire and maintain client relationships through business development.
  • Educate and coach internal business partners on investment opportunities.
  • Ensure compliance with laws and regulations governing financial services.
  • Present financial recommendations and strategies to clients.
  • Monitor financial plans and recommend adjustments as necessary.

Required skills

  • 3+ years of relevant experience in Banking and Financial Services
  • Bachelor's degree or comparable education and experience
  • FINRA Series 7 and 66 (or 63, 65) required
  • Life and Health Insurance license required
  • Client relationship management
  • Financial analysis and modeling
  • Sales and prospecting skills
  • Effective communication and interpersonal skills

What the company offers

  • Comprehensive range of benefits including medical, dental, and vision coverage
  • 401(k) plan with company match and pension plan
  • Paid time off, maternity and parental leave, and holiday pay
  • Educational assistance with select programs fully paid
  • Robust wellness program with financial incentives

Skills Required

Company Overview

PNC Financial Services Group
Red Bank, New Jersey, United States of America
114 Current Jobs Openings

PNC Financial Services Group is committed to delivering an exceptional experience for its customers and fostering an inclusive workplace culture. The company emphasizes the importance of its employees as a competitive advantage in the financial marke... Read More

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