Branch-Based Wealth Advisor: Client Planning & Growth

PNC; Town of Florida (NY); On-site; USD 65,000 - 110,000; Full time

Job summary

PNC Wealth Management seeks a Financial Advisor based in Stuart, FL to manage an assigned book of clients, deliver comprehensive financial planning, and collaborate across branch teams. You will develop investment strategies, build client relationships, and drive referrals through partnership with internal partners.

The role emphasizes an advisory mindset, compliance with applicable laws, and contribution to branch goals in a highly collaborative environment. Training and support are provided.

Qualifications

• Proven ability to grow and retain a book of business.
• Strong understanding of wealth management concepts and processes.
• Ability to translate client goals into actionable financial plans.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Expands and maintains client relationships through business development and networking.
• Develops and implements investment strategies and presents recommendations to clients.
• Coaches branch staff to identify investment opportunities and drive referrals.
• Meets with leadership to review results and ensures compliance with laws and policies.

Skills

Client relationship building

Financial planning

Investment advisory

Sales & referrals

Job description

PNC Wealth Management seeks a Financial Advisor based in Stuart, FL to manage an assigned book of clients, deliver comprehensive financial planning, and collaborate across branch teams. You will develop investment strategies, build client relationships, and drive referrals through partnership with internal partners.

The role emphasizes an advisory mindset, compliance with applicable laws, and contribution to branch goals in a highly collaborative environment. Training and support are provided.