Financial Advisor

Jobtailor; Okeechobee (FL); On-site; USD 85,000 - 110,000; Full time

Job summary

Jobtailor in the United States seeks a knowledgeable financial advisor to consult on investment and insurance strategies and to develop comprehensive financial plans for clients. The role focuses on growing and retaining a high-value book of business while owning the end-to-end client experience, including sales, service, and referrals.

Qualified candidates typically hold a Bachelor's degree with 2+ years of experience, FINRA Series 7/66 and Life & Health Insurance credentials.

Qualifications

• University/college degree typically required; bachelor's education listed.
• 2+ years of relevant professional experience (financial advisory/sales).
• FINRA Series 7 and 66 (or 63,65) required; Life and Health Insurance required.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain an investment and insurance book of business.
• Own the client experience, handling sales and service and identifying opportunities.
• Acquire, expand, and maintain client relationships through business development and networking.
• Grow client loyalty and share of wallet through an exceptional client experience.
• Apply product and procedural knowledge to solve client problems.
• Develop and implement investment and insurance strategies.
• Determine appropriate products and present financial recommendations and guidance.
• Establish and monitor individual financial plans and recommend changes as needed.
• Coach and educate branch staff and internal partners to identify investment opportunities.
• Drive investment education and visibility among branch staff.
• Lead branch-team actions to achieve investment results with the manager.

Skills

Client prospecting

Client relationship building

Credit risk analysis

Customer engagement

Financial analysis

Financial modeling

Investment banking

Public speaking

Relationship management

Education

Bachelor's degree

Job description

• Consult on investment and insurance strategies and develop financial plans for clients


• Grow and retain an investment and insurance book of business


• Own the client experience, handling sales and service, identifying sales opportunities, executing opportunities, and making referrals


• Acquire, expand, and maintain client relationships through business development and client networking


• Grow client loyalty and share of wallet through an exceptional client experience


• Apply product and procedural knowledge to solve client problems


• Develop and implement investment and insurance strategies


• Determine appropriate products and present financial recommendations and guidance


• Establish and monitor individual financial plans and recommend changes as needed


• Coach and educate branch staff and internal business partners to identify investment opportunities


• Drive investment education and visibility among branch staff


• Lead branch-team actions to achieve investment results in partnership with the branch manager and/or investment sales associate


• Communicate with internal and external partners to build relationships and drive referral activity


• Review business results and pipeline management with branch managers and internal business partners


• Meet service-level agreements for lead and referral follow-up


• Adhere to applicable laws, regulations, policies, and guidelines

Requirements

• University/college degree typically required; bachelor's education listed


• 2+ years of relevant professional experience


• Comparable combination of education, job-specific certification(s), and experience, including military service, may be considered in lieu of a degree


• FINRA Series 7 and 66 (or 63,65) required


• Life and Health Insurance required


• Knowledge and skills in client prospecting, client relationship building, credit risk analysis, customer engagement, financial analysis, financial modeling, investment banking, public speaking, relationship management


• Competencies in coaching others, customer experience management, customer retention, effective communications, interpersonal relationships, managing multiple priorities, prospecting, sales tasks and activities, and selling


• Spanish speaking preferred


• PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position

Core Competencies

Demonstrates expertise in developing and implementing investment and insurance strategies while maintaining strong client relationships. Proficient in financial analysis, client prospecting, and coaching branch staff to enhance customer experience and drive sales.

Highest-signal resume keywords

• FINRA Series 7


• FINRA Series 66


• Life And Health Insurance


• Client Relationship Building


• Financial Analysis

ATS Optimization Keywords

Hard Skills

• Investment Strategies


• Insurance Strategies


• Financial Planning


• Credit Risk Analysis


• Financial Modeling

Soft Skills

• Coaching


• Effective Communication


• Interpersonal Relationships


• Customer Retention


• Managing Multiple Priorities

Certifications & Qualifications

• FINRA Series 7


• FINRA Series 66


• Life And Health Insurance

Industry Keywords

• Investment Banking


• Client Prospecting


• Customer Engagement


• Sales Tasks


• Referral Activity