Financial Advisor

PNC

Financial Advisor developing investment strategies and managing client relationships for PNC Wealth Management. Collaboratively working within bank branches to achieve clients' financial goals.

Posted 6/12/2026full-timeWest Windsor • New Jersey • 🇺🇸 United StatesJuniorMid-Level💰 $75,000 per yearWebsite

About the role

Key responsibilities & impact

Consults on investment and insurance strategies, as well as the development of financial plans for clients
Grows and retains an investment and insurance book of business
Owns the client experience, efficiently handling sales and service
Acquires, expands and maintains client relationships through business development and client networking
Grows client loyalty and share of wallet through an exceptional client experience
Applies product and procedural knowledge to solve client problems appropriately and efficiently
Develops and implements investment and insurance strategies for clients
Determines the best products to support such strategies
Monitors financial plans and recommends changes as needed
Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities
Drives investment education and visibility among branch staff

Requirements

What you’ll need

2+ years of relevant professional experience
Bachelors degree in a related field
FINRA Series 7 and 66 (or 63,65) required
Life and Health Insurance required
Client Prospecting
Client Relationship Building
Credit Risk Analysis
Customer Engagement
Financial Analysis
Financial Modeling

Benefits

Comp & perks

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, including select programs fully paid
a robust wellness program with financial incentives
maternity and/or parental leave
up to 11 paid holidays each year
9 occasional absence days each year, unless otherwise required by law
between 15 to 25 vacation days each year, depending on career level; and years of service

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Financial AnalysisFinancial ModelingCredit Risk AnalysisInvestment StrategiesInsurance StrategiesClient ProspectingClient Relationship Management

Soft Skills

Client Experience ManagementBusiness DevelopmentCoachingNetworkingCustomer Engagement

Certifications

FINRA Series 7FINRA Series 66Life InsuranceHealth Insurance