One million success stories. Start yours today.

Wealth Advisor - PNC Wealth Management

Date Posted: Jun 28, 2026
Yearly: USD - USD
Apply Now

Job Detail

  • location_on
    Location Princeton, 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
Email to Friend Add to Favourite Report Abuse

Job Description

Overview

As a Wealth Advisor at PNC Wealth Management, you will engage in consulting on investment and insurance strategies while developing financial plans for clients. This role focuses on acquiring, expanding, and maintaining client relationships, ensuring an exceptional client experience, and adhering to PNC's organizational values.

Key responsibilities

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

Required skills

  • Client Relationship Management
  • Investment Strategies
  • Financial Planning
  • Insurance Consulting
  • Sales and Business Development
  • Financial Analysis
  • Networking
  • Client Prospecting
  • Credit Risk Analysis
  • Effective Communications
  • Interpersonal Relationships
  • Managing Multiple Priorities
  • Public Speaking
  • Relationship Building
  • FINRA Series 7 and 66 (or 63,65) required
  • Life and Health Insurance required

What the company offers

  • Comprehensive benefits package including medical, dental, and vision coverage
  • 401(k) with PNC match, pension, and stock purchase plans
  • Educational assistance programs
  • Maternity and parental leave
  • Paid time off including 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

Google Map

Related Jobs