Wealth Advisor - Build Strong Client Portfolios

PNC Financial Services Group, Inc.; Miami Beach (FL); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical and vision coverage

401(k) with company match

Paid time off

Job summary

PNC Financial Services Group, Inc. seeks a Wealth Advisor for PNC Wealth Management in Florida.

The role focuses on consulting on investment and insurance strategies, developing personalized financial plans, and growing a loyal client base while coordinating with internal partners to optimize referrals and service. The candidate will own the client experience, manage sales and service activities, and coach internal partners to identify opportunities, meeting regulatory requirements and

Qualifications

• Bachelor's degree required for the role.
• 3+ years of relevant direct industry experience preferred.
• FINRA Series 7 and 66 (or 63,65) licenses 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 through new and existing client relationships.
• Establishes and reviews client financial plans, monitors progress and advises on changes as needed.

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

Job description

PNC Financial Services Group, Inc. seeks a Wealth Advisor for PNC Wealth Management in Florida.

The role focuses on consulting on investment and insurance strategies, developing personalized financial plans, and growing a loyal client base while coordinating with internal partners to optimize referrals and service. The candidate will own the client experience, manage sales and service activities, and coach internal partners to identify opportunities, meeting regulatory requirements and