Wealth Advisor: Build Plans & Client Relationships

PNC Financial Services Group, Inc.; Orlando (FL); On-site; USD 100,000 - 160,000; Full time

Benefits offered by this job

Medical coverage

Dental and vision coverage

Life insurance

Short and long-term disability

401(k) with match

Pension plan

Stock purchase plan

Education assistance

Wellness program

Paid time off

Job summary

PNC Financial Services Group, Inc. in Florida is seeking a Wealth Advisor within PNC Wealth Management to base in Florida. The role focuses on consulting on investment strategies, developing financial plans, and growing a client book of business.

PNC emphasizes a collaborative, in-office culture with emphasis on client experience, compliance, and teamwork with internal partners to optimize referrals and assets under management.

Qualifications

• Bachelor's degree required or equivalent experience.
• FINRA Series 7 and 66 (or 63,65) required.
• Life and Health Insurance licenses required.
• Experience in wealth management or financial planning preferred.

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 and referrals to internal partners.
• Develops and implements investment and insurance strategies; determines best products and presents sound recommendations.
• Coaches and educates internal partners to identify investment opportunities and drives referral activity.
• Meets with internal partners to communicate results and manage pipeline; adheres to laws and guidelines.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Public Speaking

Relationship Management

Investment Banking

Education

Bachelor's degree

Job description

PNC Financial Services Group, Inc. in Florida is seeking a Wealth Advisor within PNC Wealth Management to base in Florida. The role focuses on consulting on investment strategies, developing financial plans, and growing a client book of business.

PNC emphasizes a collaborative, in-office culture with emphasis on client experience, compliance, and teamwork with internal partners to optimize referrals and assets under management.