Financial Advisor - Wealth Management
Listed on 2026-06-13
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Finance & Banking
Financial Advisor / Consultant, Financial Sales -
Sales
Financial Sales
Position Overview
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are united in delivering the best experience for our customers and fostering an inclusive workplace culture where all employees feel respected, valued, and have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you will be based in Absecon, New Jersey.
Job Description- Consult on investment and insurance strategies and develop financial plans for clients, growing and retaining an investment and insurance book of business.
- Own the client experience, efficiently handling sales and service, identifying sales opportunities, and making referrals to internal partners.
- Acquire, expand, and maintain client relationships through business development and networking, growing client loyalty and share of wallet.
- Develop and implement investment and insurance strategies; determine the best products to support such strategies.
- Present sound financial recommendations and guidance to clients and establish individual financial plans based on their needs and objectives.
- Monitor financial plans and recommend changes as needed.
- Coach and educate branch staff and internal partners to identify investment opportunities; drive investment education and visibility among branch staff.
- Lead the branch team on actions to achieve investment results and build strong relationships that drive referral activity.
- Meet regularly with branch manager and internal partners to communicate business results and pipeline management, meeting service level agreements on lead and referral follow‑up.
- Adhere to all applicable laws, regulations, policies, and guidelines.
- Preferred Skills
:
Client prospecting, client relationship building, credit risk analysis, customer engagement, financial analysis, financial modeling, investment banking, public speaking, relationship building, relationship management. - Competencies
:
Coaching others, customer experience management, customer retention, effective communication, interpersonal relationships, managing multiple priorities, prospecting, sales tasks and activities, selling. - Work Experience
: 2+ years of relevant professional experience; a university or college degree is typically required, though a comparable combination of education, job‑specific certification(s), and experience (including military service) may be considered. - Education
:
Bachelor’s degree. - Certifications
:
None required. - Licenses
: FINRA Series 7 and 66 (or 63, 65) required;
Life and Health Insurance required. - PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Base Salary: $75,000.00 – $75,000.00. Salaries may vary based on geographic location, market data, and individual skills, experience, and education. This role is incentive eligible with payment based upon company, business, and/or individual performance.
BenefitsPNC offers a comprehensive range of benefits including medical, prescription drug, dental, vision, life insurance, disability protection, 401(k) with employer match, pension and stock purchase plans, dependent‑care reimbursement accounts, adoption, surrogacy, and other assistance programs. Paid time off includes maternity and parental leave, up to 11 paid holidays, 9 occasional absence days, and 15‑25 vacation days per year depending on career level and years of service.
DisabilityAccommodations Statement
If an accommodation is required to participate in the application process, please contact with the subject line “accommodation request” and include your name, the job (R198955), and your preferred method of contact. Applicants may also call 877‑968‑7762 and say “Workday” for accommodation assistance. All information provided will be kept confidential and used only to the extent required to provide needed reasonable accommodations.
EqualEmployment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act and related securities licensing regulations.
California ResidentsRefer to the California Consumer Privacy Act Privacy Notice to understand how PNC may use or disclose your personal information in our hiring practices.
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