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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 Cherry Hill, 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 be responsible for consulting on investment and insurance strategies while developing financial plans for clients. The role emphasizes client relationship management, business development, and teamwork within a supportive and inclusive workplace culture.

Key responsibilities

  • Consult on investment and insurance strategies for clients
  • Grow and retain an investment and insurance book of business
  • Own the client experience and efficiently handle sales and service
  • Acquire and maintain client relationships through business development
  • Develop and implement financial plans based on client needs
  • Monitor financial plans and recommend changes as needed
  • Coach and educate internal business partners on identifying investment opportunities
  • Communicate and review business results with internal partners
  • Adhere to applicable laws, regulations, and company policies

Required skills

  • Client relationship management
  • Financial planning
  • Investment strategies
  • Sales and service
  • Business development
  • Networking
  • Bachelor's degree or equivalent experience
  • FINRA Series 7 and 66 (or 63, 65) required
  • Life and Health Insurance certification required

What the company offers

  • Comprehensive range of benefits including medical, dental, and vision options
  • 401(k) with company match
  • Short and long-term disability protection
  • Paid time off including maternity and parental leave
  • 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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