Wealth Advisor - PNC Investments
$75k/y-$75k/y
2 days ago
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OnsiteFull-timeMid
Summary
PNC is seeking a Wealth Advisor - PNC Investments to join their team in Princeton, NJ. The role focuses on executing advice and planning strategies to help clients meet their savings, investing, and retirement goals.
About the Role
As a Wealth Advisor, you will consult on investment and insurance strategies, develop financial plans, and grow client relationships through business development and networking. You will be responsible for presenting financial recommendations, monitoring client financial plans, and coaching internal partners to identify investment opportunities. The role requires effective communication and adherence to regulatory guidelines.
About You
Required:
- Bachelor's degree in a relevant field.
- 3+ years of relevant industry experience.
- FINRA Series 7 and 66 (or 63, 65) licenses.
- Life and Health Insurance license.
Preferred:
- Experience in client prospecting and relationship building.
- Skills in financial analysis and modeling.
- Public speaking and effective communication skills.
Benefits
- Medical/prescription drug coverage with a Health Savings Account feature.
- Dental and vision options.
- Employee and spouse/child life insurance.
- Short and long-term disability protection.
- 401(k) with PNC match, pension, and stock purchase plans.
- Educational assistance, including select programs fully paid.
- Robust wellness program with financial incentives.
- Paid time off including maternity/parental leave, holidays, and vacation days.
PNC
We’ll help keep your money boring so your life doesn’t have to be. pnc.co/guidelines
Princeton, NJ