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Wealth Advisor - PNC Wealth Management

Date Posted: Jun 28, 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 26, 2026
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Job Description

Overview

The Wealth Advisor role at PNC Wealth Management involves consulting on investment and insurance strategies while developing financial plans for clients. This position is vital in growing and retaining a book of business and ensuring an exceptional client experience through effective relationship management and business development.

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 expand client relationships through networking and business development.
  • Present financial recommendations to clients and monitor financial plans.
  • Educate internal partners on investment opportunities.
  • Maintain effective communication with clients and internal partners.
  • Adhere to laws, regulations, and company policies.

Required skills

  • Banking & Financial Services knowledge
  • Investment Strategies expertise
  • Financial Planning experience
  • Client Relationship Management skills
  • Sales Development capabilities
  • Networking proficiency
  • FINRA Series 7 and 66 (or 63, 65) licenses
  • Life and Health Insurance certification
  • Effective communication and interpersonal skills

What the company offers

  • Comprehensive benefits package including medical, dental, and vision coverage
  • 401(k) plan with PNC match
  • Short and long-term disability protection
  • Paid time off including maternity leave, holidays, and vacation days
  • Educational assistance programs
  • 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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