Financial Advisor - PNC Wealth Management

Location: NJ - Red Bank, United States; based in a bank branch and in-office.

Base salary: $75,000.00–$75,000.00 per year, plus incentive-eligible compensation based on company, business, and/or individual performance.

Company

hirify.global provides banking and wealth management services, with financial planning and investment advisory support for clients.

What you will do

• Consult on investment and insurance strategies and develop personalized financial plans aligned with clients’ savings, investing, and retirement goals.
• Grow and retain an investment and insurance book of business by acquiring, expanding, and maintaining client relationships.
• Present financial recommendations, determine suitable products, monitor plans, and recommend changes as client needs evolve.
• Own the client experience, handle sales and service efficiently, identify opportunities, and make referrals to internal partners.
• Coach and educate branch staff, lead investment-focused actions, and build referral activity with branch managers and internal and external partners.
• Review business results and pipeline management, meet lead and referral follow-up service levels, and comply with applicable laws, regulations, policies, and guidelines.

Requirements

• Bachelor’s degree required; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
• 2+ years of relevant professional experience.
• FINRA Series 7 and Series 66, or Series 63 and 65, required.
• Life and Health Insurance license required.
• Knowledge and skills in client prospecting, client relationship building, credit risk analysis, customer engagement, financial analysis, financial modeling, investment banking, public speaking, relationship building, relationship management, coaching, customer experience management, customer retention, communication, interpersonal relationships, managing multiple priorities, prospecting, sales activities, and selling.
• Ability to focus on customers, create customized solutions, and assess and manage risks within hirify.global’s Enterprise Risk Management Framework.

Culture & Benefits

• In-office work environment based in a bank branch with collaboration across a circuit of branches.
• Training program, administrative support, financial planning expertise, and technology designed to support advisors.
• Medical, prescription, dental, vision, life, disability, HSA, 401(k) match, pension, and stock purchase options, subject to eligibility.
• Educational assistance, wellness programs, dependent care support, and adoption, surrogacy, and doula reimbursement.
• Paid parental leave, up to 11 holidays, 9 occasional absence days, and 15–25 vacation days depending on career level and service.
• hirify.global does not provide employment visa sponsorship or participate in STEM OPT for this position.