In-Office Wealth Advisor: Plan, Grow & Serve Clients

Fairygodboss; Delray Beach (FL); On-site; USD 65,000 - 110,000; Full time

Benefits offered by this job

Medical Benefits

401(k) with match

Paid time off

Job summary

PNC Wealth Management seeks a Financial Advisor in Delray Beach, FL to manage an assigned book and deliver holistic financial planning. You’ll consult on investments and insurance, grow client relationships, and collaborate with branch staff to drive referrals.

The role requires 2+ years of experience, a Bachelor’s degree, and FINRA licenses (Series 7/66 or 63/65) plus Life and Health Insurance. In-office environment with comprehensive benefits.

Qualifications

• Knowledgeable in investment and insurance strategies, and financial planning.
• Builds and expands client relationships through networking and service.
• Coaches branch staff to identify investment opportunities and referrals.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans.
• Acquires and grows a book of business with exceptional client experience.
• Develops and implements client financial plans; monitors and adjusts as needed.
• Meets with partners to drive referrals and ensure regulatory compliance.
• Maintains high standards of service and manages risk per policies.

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

FINRA Series 7 and 66 (or 63,65) & Life and Health Insurance required

Job description

PNC Wealth Management seeks a Financial Advisor in Delray Beach, FL to manage an assigned book and deliver holistic financial planning. You’ll consult on investments and insurance, grow client relationships, and collaborate with branch staff to drive referrals.

The role requires 2+ years of experience, a Bachelor’s degree, and FINRA licenses (Series 7/66 or 63/65) plus Life and Health Insurance. In-office environment with comprehensive benefits.