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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 Fort Lee, 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 position at PNC Wealth Management involves consulting on investment and insurance strategies while developing financial plans for clients. Advisors will focus on acquiring and maintaining client relationships, ensuring an exceptional client experience that drives loyalty and promotes growth.

Key responsibilities

  • Consult on investment and insurance strategies for clients
  • Develop and implement comprehensive financial plans
  • Acquire and maintain an investment and insurance book of business
  • Handle client sales and service efficiently
  • Identify sales opportunities and make referrals to internal partners
  • Coach and educate internal business partners on investment opportunities
  • Monitor financial plans and recommend adjustments as needed
  • Communicate regularly with internal partners to manage business results

Required skills

  • Client Relationship Management
  • Business Development
  • Financial Planning
  • Investment Strategies
  • Insurance Consulting
  • Sales Strategy
  • FINRA Series 7 and 66 (or 63, 65)
  • Life and Health Insurance
  • Coaching and Education Skills
  • Effective Communication
  • Customer Experience Management

What the company offers

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