Financial Advisor - PNC 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. As a Financial Advisor within PNC Wealth Management, you will be based at our Millburn, NJ location.

• Consult on investment and insurance strategies and develop financial plans for clients, grow and retain an investment and insurance book of business, and own the client experience.
• Acquire, expand and maintain client relationships through business development and client networking, growing loyalty and share of wallet through an exceptional client experience.
• Develop and implement investment and insurance strategies for clients, determine the best products, present sound financial recommendations, establish individual financial plans and monitor and recommend changes.
• Coach and educate branch staff and internal partners to identify investment opportunities, drive investment education and visibility, lead the branch team on actions to achieve investment results, and communicate with partners to build strong relationships.
• Meet regularly with branch manager and internal partners to review business results, manage pipeline, meet service level agreements on lead and referral follow-up, and comply with all applicable laws, regulations, policies and guidelines.

• Client Prospecting
• Client Relationship Building
• Credit Risk Analysis
• Customer Engagement
• Financial Analysis
• Financial Modeling
• Investment Banking
• Public Speaking
• Relationship Building
• Relationship Management

• Coaching Others
• Customer Experience Management
• Customer Retention
• Effective Communications
• Interpersonal Relationships
• Managing Multiple Priorities
• Prospecting
• Sales Tasks And Activities
• Selling

Roles at this level typically require a university/college degree with 2+ years of relevant professional experience. A comparable combination of education, job‑specific certification(s) and experience, including military service, may be considered.

Bachelors

No Required Certification(s)

FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.

Base Salary: $75,000.00 – $75,000.00
Incentive eligibility based on company, business, and/or individual performance.

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; dependent care reimbursement account; back‑up child/elder care; adoption, surrogacy and doula reimbursement; educational assistance; robust wellness program with financial incentives; paid time off including maternity/parental leave, paid holidays, occasional absence days, vacation days, and years of service.

To request accommodations for the application process, email with subject line “accommodation request” and include your name, the job  preferred contact method. For phone assistance call  and say “Workday.” Legal, confidentiality and privacy assurances are provided in accordance with applicable laws.

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 protected categories. This position follows FDIA and SAFE Act regulations, preventing hiring of individuals with prohibited criminal histories.

Refer to the California Consumer Privacy Act Privacy Notice for how PNC may use or disclose your personal information in our hiring practices.