In-Office Wealth Management Financial Advisor — Grow Client Portfolios

PNC Financial Services Group, Inc.; Boca Raton (FL); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Medical and prescription coverage

401(k) with company match

Life insurance

Paid time off and holidays

Job summary

PNC Financial Services Group, Inc. in Boca Raton, FL is seeking a Financial Advisor within PNC Wealth Management to service a local book of clients and develop comprehensive investment plans.

The role emphasizes collaboration with branch staff to deliver personalized guidance in an in-office environment. You will consult on investment and insurance strategies, build enduring client relationships, and grow a diversified book of business while adhering to regulatory requirements and internal

Qualifications

• Requires university degree; 2+ years of relevant professional experience.
• FINRA Series 7 and 66 (or 63,65) licenses preferred; Life and Health Insurance required.

Responsibilities

• Consults on investment and insurance strategies and develops client financial plans.
• Grows and retains an investment and insurance book of business.
• Owns the client experience, handling sales and service and referring opportunities to partners.
• Acquires, expands and maintains client relationships through business development.
• Drives client loyalty and share of wallet through exceptional service.
• Presents sound financial recommendations and guidance to clients.
• Establishes financial plans based on client needs and objectives.

Skills

Client Prospecting

Client Relationship Building

Financial Analysis

Financial Modeling

Public Speaking

Relationship Management

Education

Bachelors

Job description

PNC Financial Services Group, Inc. in Boca Raton, FL is seeking a Financial Advisor within PNC Wealth Management to service a local book of clients and develop comprehensive investment plans.

The role emphasizes collaboration with branch staff to deliver personalized guidance in an in-office environment. You will consult on investment and insurance strategies, build enduring client relationships, and grow a diversified book of business while adhering to regulatory requirements and internal