Florida Wealth Advisor: Grow Client Portfolios & Plans

PNC; Miami Beach (FL); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

401(k) match

Educational assistance

Wellness program

Paid time off

Job summary

PNC Wealth Management in Florida is seeking a Wealth Advisor to manage and grow client books, delivering integrated investment and insurance strategies with a focus on delivering exceptional client experiences.

You will cultivate relationships through business development and referrals, coach internal partners, and ensure compliance with applicable laws and internal policies while pursuing a high standard of fiduciary service.

Qualifications

• Bachelor's degree required with relevant experience.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Education

Bachelor's

Job description

PNC Wealth Management in Florida is seeking a Wealth Advisor to manage and grow client books, delivering integrated investment and insurance strategies with a focus on delivering exceptional client experiences.

You will cultivate relationships through business development and referrals, coach internal partners, and ensure compliance with applicable laws and internal policies while pursuing a high standard of fiduciary service.