Wealth Advisor - PNC Wealth Management

Quantitative Marketing(1 month ago)

Princeton, NJOnsiteFull TimeMedior$75,000 - $125,000Wealth Management

About this role

A Wealth Advisor at PNC Wealth Management provides personalized investment, insurance, and retirement planning advice to help clients achieve their financial goals. The role focuses on building and maintaining client relationships, developing holistic financial plans, and coordinating with internal partners to deliver tailored solutions. The position is based in Princeton, NJ and operates within PNC’s in-office environment.

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Required Skills

Client Prospecting
Relationship Building
Financial Analysis
Financial Planning
Investment Strategies
Insurance Knowledge
Compliance
Sales
Coaching
Communication

+1 more

Qualifications

Bachelors
FINRA Series 7
FINRA Series 66
FINRA Series 63
FINRA Series 65
Life Insurance License
Health Insurance License

About Quantitative Marketing

pnc.com

PNC Bank (PNC Financial Services Group), headquartered in Pittsburgh, PA, is a U.S. financial services company offering a broad suite of personal banking products including checking and savings accounts, credit cards, mortgages, home‑equity and auto loans, CDs and retirement accounts. It provides digital and mobile banking tools, online bill pay, card controls and a large branch and ATM network for everyday banking. PNC also offers wealth management, investment and retirement planning, plus small‑business banking and lending, positioning itself as a full‑service provider for individuals and businesses.

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