Premier Client Advisor - Wealth Management

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers and fostering an inclusive workplace culture where every employee feels respected, valued, and has the opportunity to contribute to the company’s success. As a Premier Client Advisor within PNC's Wealth Management organization, you will be based in Hamilton, NJ.

PNC is an in‑office company that encourages a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

• Consult on investment and insurance strategies, develop financial plans for clients, grow and retain a book of business, and own the client experience by efficiently handling sales and service.
• Acquire, expand, and maintain client relationships through business development and networking, growing client loyalty and share of wallet via a superior client experience.
• Develop and implement investment and insurance strategies, determine the best products to support those strategies, present sound financial recommendations, and establish individual financial plans based on client needs and objectives.
• Coach and educate branch staff and internal partners to identify investment opportunities; drive investment education and visibility among branch staff; partner with Private Client Banker to lead the branch team to achieve investment results; maintain effective communication with internal and external partners to build relationships that drive referral activity.
• Meet regularly with branch manager and partners to review business results and pipeline management and meet service level agreements on lead and referral follow‑up while adhering to all applicable laws, regulations, policies, and guidelines.

PNC Employees take pride in our reputation and expect employees to be:

• Customer Focused – knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information to create customized solutions.
• Managing Risk – assessing and effectively managing all risks associated with business objectives and activities to support PNC's Enterprise Risk Management Framework.

Competencies: Coaching Others, Customer Experience Management, Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting, Sales Tasks and Activities, Selling.

Work Experience: 2+ years of relevant professional experience; a university/college degree preferred, but an equivalent 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.

Pay Transparency: Base Salary: $75,000.00 – $75,000.00. Salaries may vary based on location, market data, and individual skills, experience, and education. This role is incentive eligible.

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Options for full‑time employees include medical/prescription drug coverage (with a Health Savings Account feature), dental and vision coverage, employee and spouse/child life insurance, short‑ and long‑term disability protection, 401(k) with PNC match, pension and stock purchase plans, dependent care reimbursement account, backup child/elder care, adoption, surrogacy, and doula reimbursement, educational assistance, and a robust wellness program with financial incentives.

Paid time off includes maternity and/or parental leave, up to 11 paid holidays each year, 9 occasional absence days each year (unless otherwise required by law), and 15 to 25 vacation days each year depending on career level and years of service.

If an accommodation is required to…