Florida Wealth Advisor: Grow Client Relationships

Talentify; Orlando (FL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical coverage

401(k) with match

Paid time off

Job summary

PNC Wealth Management is seeking a Wealth Advisor based in Florida to consult on investment and insurance strategies, develop financial plans, and grow a client book. You will own the client experience, manage sales and service, and refer opportunities to internal partners as appropriate.

The role emphasizes building strong client relationships, expanding loyalty, and coaching internal teams to identify opportunities while ensuring adherence to regulations and internal guidelines.

Qualifications

• Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience.
• Certifications are often desired.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain an investment and insurance book of business and own the client experience.
• Acquire, expand and maintain client relationships through networking and referrals.
• Develop and implement investment strategies and present sound recommendations to clients.
• Coach internal partners to identify investment opportunities and drive referrals.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Public Speaking

Relationship Management

Education

Bachelor's degree

Job description

PNC Wealth Management is seeking a Wealth Advisor based in Florida to consult on investment and insurance strategies, develop financial plans, and grow a client book. You will own the client experience, manage sales and service, and refer opportunities to internal partners as appropriate.

The role emphasizes building strong client relationships, expanding loyalty, and coaching internal teams to identify opportunities while ensuring adherence to regulations and internal guidelines.