Wealth Advisor: Client Growth & Financial Planning

PNC; San Diego (CA); Hybrid; USD 77,000 - 128,000; Full time

Job summary

PNC Wealth Management in San Diego is seeking a Wealth Advisor to consult on investment and insurance strategies and to develop financial plans for clients. You will grow and retain an investment and insurance book of business, owning the client experience and coordinating sales and service while referring opportunities to internal partners.

You will expand client relationships through business development, coaching internal teams, and maintaining strong partner networks to drive referrals.

Qualifications

• 3+ years of relevant / direct industry experience.
• Bachelor's degree or equivalent combination of education and experience.
• 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.
• Grows and retains an investment and insurance book of business.
• Owns the client experience, handling sales and service and making referrals.
• Expands client relationships through business development and networking.
• Coaches internal partners to identify opportunities and drives referrals.

Skills

Client prospecting

Client relationship

Credit risk analysis

Customer engagement

Financial analysis

Financial modeling

Investment banking

Public speaking

Relationship management

Education

Bachelor's degree

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

Life and Health Insurance required

Job description

PNC Wealth Management in San Diego is seeking a Wealth Advisor to consult on investment and insurance strategies and to develop financial plans for clients. You will grow and retain an investment and insurance book of business, owning the client experience and coordinating sales and service while referring opportunities to internal partners.

You will expand client relationships through business development, coaching internal teams, and maintaining strong partner networks to drive referrals.