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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 Bridgewater-Gagebrook, 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

As a Wealth Advisor at PNC Wealth Management, you will play a key role in consulting on investment and insurance strategies for clients, managing a book of business, and ensuring an exceptional client experience. This position involves developing and implementing financial plans, acquiring and maintaining client relationships, and collaborating with internal partners to drive investment opportunities.

Key responsibilities

  • Consult on investment and insurance strategies for clients
  • Grow and retain an investment and insurance book of business
  • Own the client experience by handling sales and service efficiently
  • Acquire, expand, and maintain client relationships through business development
  • Develop and implement financial plans based on client needs and objectives
  • Monitor financial plans and recommend changes as necessary
  • Coach and educate internal partners to identify investment opportunities
  • Communicate regularly with internal and external partners to build strong relationships
  • Adhere to all applicable laws, regulations, policies, and guidelines

Required skills

  • Client relationship management
  • Financial planning
  • Investment strategies
  • Business development
  • Sales strategies
  • Networking skills
  • Credit risk analysis
  • Financial analysis
  • Public speaking
  • Effective communication
  • Coaching others
  • Managing multiple priorities

What the company offers

  • Comprehensive range of benefits including medical, dental, and vision coverage
  • 401(k) with PNC match and pension plans
  • Educational assistance with select programs fully paid
  • Robust wellness program with financial incentives
  • Paid time off including maternity leave, holidays, and vacation days

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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