Wealth Advisor: Build Client Wealth in Branch Team

PNC; San Diego (CA); On-site; USD 63,000 - 105,000; Full time

Benefits offered by this job

Medical insurance

Dental & Vision

401(k) with match

Pension

Stock purchase plan

Education assistance

Paid time off

Job summary

PNC Wealth Management in San Diego, CA is seeking a Financial Advisor to manage an assigned book of business and deliver personalized investment and retirement guidance. The role emphasizes collaborative client service, proactive planning, and the use of advanced tools to help clients meet their savings goals.

Requires FINRA Series 7 & 66, Life/Health licenses, a bachelor’s degree, and 2+ years of experience; Spanish preferred.

Qualifications

• University degree required, with 2+ years of relevant experience.
• FINRA Series 7 and 66 required; Life and Health insurance licenses required.
• No sponsorship for employment visas.

Responsibilities

• Grows and retains an investment and insurance book of business through client development and referrals.
• Develops and implements investment and insurance strategies; presents recommendations.
• Coaches branch staff to identify investment opportunities and drive referrals.
• Meets with branch leadership to review results and pipeline; adheres to laws and policies.
• Owns the client experience, delivering sales and service and referrals to partners.

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 Wealth Management in San Diego, CA is seeking a Financial Advisor to manage an assigned book of business and deliver personalized investment and retirement guidance. The role emphasizes collaborative client service, proactive planning, and the use of advanced tools to help clients meet their savings goals.

Requires FINRA Series 7 & 66, Life/Health licenses, a bachelor’s degree, and 2+ years of experience; Spanish preferred.