Financial Services Professional

4 days ago


Montvale, New Jersey, United States PNC Full time
Job Summary

PNC is seeking a highly skilled Financial Advisor to join our team in Montvale, NJ. As a key member of our PNC Investments team, you will be responsible for providing expert financial guidance and planning to our clients, helping them achieve their savings, investing, and retirement goals.

Key Responsibilities
  • Consult with clients to understand their financial needs and develop personalized investment and insurance strategies.
  • Grow and retain a book of business by acquiring and expanding client relationships through business development and client networking.
  • Develop and implement investment and insurance strategies for clients, determining the best products to support such strategies.
  • Present sound financial recommendations and guidance to clients, establishing individual financial plans based on client financial needs and objectives.
  • Monitor financial plans and recommend changes as needed, actively coaching and educating branch staff and internal business partners to identify investment opportunities.
Requirements
  • FINRA Series 7 and 66 (or 63,65) certification required.
  • Life and Health Insurance certification required.
  • University/college degree with < 1 year of professional experience and/or successful completion of a formal development program.
Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future, including medical/prescription drug coverage, 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, and a robust wellness program with financial incentives.

PNC is an equal employment opportunity employer and provides reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.



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