Wealth Advisor - Client-Focused Investment & Planning

PNC

Boca Raton (FL)

On-site

USD 70,000 - 110,000

Full time

4 days ago

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Job summary

PNC Wealth Management is seeking a Financial Advisor based in Boca Raton, FL. You will consult on investment and insurance strategies, build a personalized financial plan for clients, and manage an assigned book of business within a collaborative branch network.

You will grow client relationships, deliver exceptional service, and coach branch staff to identify opportunities while aligning with regulatory requirements and internal standards.

Qualifications

University/college degree required; relevant experience preferred.
2+ years of relevant professional experience with financial services.
Licenses/certifications such as series 7/63 (if applicable) may be required by the employer.

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 referrals to partners.
Develops client relationships through networking and business development.
Coaches branch staff to identify investment opportunities and drives education across the team.
Regularly reviews results with the branch manager and maintains SLA standards.

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

You will grow client relationships, deliver exceptional service, and coach branch staff to identify opportunities while aligning with regulatory requirements and internal standards.

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