In-Office Financial Advisor: Client Growth & Planning

PNC; Pensacola (FL); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical/prescription drug coverage

Dental and vision options

401(k) with PNC match

Pension and stock purchase plans

Maternity and parental leave

Up to 11 paid holidays

Job summary

PNC Investments seeks a Financial Advisor based in Pensacola, FL to manage a client book and deliver comprehensive financial planning. You will consult on investments and insurance, grow client relationships, and collaborate with branch staff to drive referrals.

You will build personalized financial plans, present recommendations, and ensure compliance with laws and internal guidelines. A FINRA Series 7/66 and Life/Health Insurance license are required; Bachelor's degree preferred.

Qualifications

• Roles typically require a university degree with 2+ years of relevant professional experience.
• Bachelor's degree accepted; other combinations of education and experience may be considered.
• Licenses: FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and retains an investment and insurance book of business; owns the client experience.
• Develops and implements investment and insurance strategies; presents sound recommendations.
• Coaches and educates branch staff to identify investment opportunities and drives referrals.
• Meets with branch manager and partners to review results and pipeline management.
• Adheres to applicable laws, regulations, policies and guidelines.

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 degree

Job description

PNC Investments seeks a Financial Advisor based in Pensacola, FL to manage a client book and deliver comprehensive financial planning. You will consult on investments and insurance, grow client relationships, and collaborate with branch staff to drive referrals.

You will build personalized financial plans, present recommendations, and ensure compliance with laws and internal guidelines. A FINRA Series 7/66 and Life/Health Insurance license are required; Bachelor's degree preferred.