Wealth Advisor - Client-Focused Investment Strategy

PNC Financial Services Group, Inc.; Tampa (FL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k) with company match

Paid time off

Job summary

PNC Financial Services Group, Inc. is seeking a Wealth Advisor in its Wealth Management division based in Florida. You will consult on investment and insurance strategies, develop comprehensive financial plans, and grow a client book through proactive relationship management.

The role emphasizes collaboration with internal partners, high client service, and adherence to regulatory standards; FINRA licenses are required. This position is office-based in Florida as part of PNC Wealth Management.

Qualifications

• Bachelor's degree required or equivalent.
• FINRA licenses (Series 7 and 66 or 63/65) required.
• Wealth advisory experience and client management skills preferred.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain investment and insurance book of business through client experience and referrals.
• Acquire and expand client relationships via networking and business development.
• Develop and implement investment strategies and present sound financial recommendations.
• Coach and educate internal partners to identify opportunities and drive referrals.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Education

Bachelor's degree

FINRA Series 7 and 66 (or 63,65) required

Job description

PNC Financial Services Group, Inc. is seeking a Wealth Advisor in its Wealth Management division based in Florida. You will consult on investment and insurance strategies, develop comprehensive financial plans, and grow a client book through proactive relationship management.

The role emphasizes collaboration with internal partners, high client service, and adherence to regulatory standards; FINRA licenses are required. This position is office-based in Florida as part of PNC Wealth Management.