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If you’re an experienced investment professional looking to grow your career in wealth management, the Branch Financial Advisor position at PNC Investments offers an outstanding opportunity. Based in Ewing, New Jersey, this role allows you to provide personalized investment, retirement, and financial planning services while leveraging the strength of one of the nation’s leading banking organizations. It’s an excellent career path for advisors who enjoy building long-term client relationships and helping individuals achieve their financial goals.
Branch Financial Advisor Job Description
As a PNC Senior Financial Advisor, you will become part of PNC Investments, a specialised subsidiary of PNC Bank that provides products and services for individuals interested in investing, college planning, or retirement planning. You will also join a retail banking organisation with almost 3 million customers, more than 1,000 branch offices throughout the Northeast and Middle Atlantic, and a commitment to leadership in the affluent marketplace. As a Financial Advisor, you immediately become an important member of a bank branch circuit branch office. This is a licensed position (Series 7 and 66), and you will use your licenses to conduct consultative dialogue with customers and execute investment transactions. This position is based in our Ewing, NJ Branch location.
A typical day combines entrepreneurial opportunity with the structure, security, and resources of an established name in financial services. Your schedule will be self-managed, and may call for local travel, coordinated with your base PNC branch office. Importantly, you remain “in your element” – active in communities you know and working with your existing network of relationships. As a Financial Advisor, your challenge is to cultivate and grow financial planning relationships for PNC retail banking customers. Clients will trust your authority, industry knowledge and product expertise to help them realise their financial dreams. As you build your client base, you will be able to lean upon PNC Investments’ unrivalled technology and call centre support. Your business development and prospecting skills will play an important role in attracting new relationships, while partnership with your PNC branch will help you service, retain and grow them.
The successful candidate will have the following qualifications:
- At least 3 years of revenue-generating financial sales experience required.
- FINRA Series 7 and 66 or (63 & 65) licenses required.
- Life Insurance License required.
- Bachelor’s degree preferred with an emphasis on business and communications.
- Strong written and verbal communication skills required.
- Computer literacy required, including Excel spreadsheet and word processing applications.
- Local travel is required.
PNC is committed to offering you a comprehensive and competitive benefits package. We design our full-time and part-time benefits programs based on PNC’s benefits philosophy to provide quality levels of coverage at affordable costs over the long term for both employees and PNC. We strive to balance the cost of providing competitive benefits with the need to cover employees with a wide range of protection during and after employment.
Options you may be able to consider include:
- Medical and Dental Coverage
- Life Insurance
- Part-Time Benefits
- Education Assistance
- Paid Training
- Paid Vacation
- Competitive Pay
- Shift Differential
- 401(k)
- Flexible Schedules
- Growth Opportunity
- Work/Life Balance
PNC is an Equal Employment Opportunity/Affirmative Action Employer — M/F/D/V/SO
The Branch Financial Advisor role at PNC Investments is ideal for professionals with strong financial sales experience, industry licenses, and a passion for delivering trusted financial guidance. With competitive compensation, comprehensive employee benefits, ongoing professional development, and access to PNC’s extensive banking network, this position provides the tools and support needed to build a successful long-term career in financial advising. If you’re ready to help clients make confident financial decisions while growing your own professional future, this opportunity is well worth considering.
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