Wealth Advisor: Client Growth & Financial Planning (San Diego)

PNC Financial Services Group; San Diego (CA); On-site; USD 63,000 - 105,000; Full time

Benefits offered by this job

Health Savings Account

401(k) with PNC match

Pension and stock purchase plans

Paid holidays and vacation

Job summary

PNC Wealth Management seeks a Financial Advisor in San Diego, CA, to manage an assigned book of business from a branch. You will blend client consulting, financial planning, and relationship-driven business development within a collaborative branch network.

Responsibilities include developing investment and insurance strategies, delivering sound financial guidance, and expanding the client base while partnering with branch colleagues for referrals and growth.

Qualifications

• Minimum 2+ years in financial services or related field.
• Bachelor’s degree required.
• FINRA Series 7 and 66 licenses (or 63/65) required.
• Life and Health Insurance license required.
• Spanish speaking preferred.

Responsibilities

• Consult with clients on investment and insurance strategies, including developing financial plans.
• Develop, implement, and monitor client investment and insurance strategies; recommend changes as needed.
• Grow and retain an investment and insurance book of business.
• Own the client experience by handling sales and service and making referrals to internal partners.
• Acquire, expand, and maintain client relationships through business development and client networking.
• Communicate with branch staff and partners to identify opportunities and drive referrals.

Skills

Client prospecting

Relationship building

Customer engagement

Financial analysis

Public speaking

Sales tasks

Education

Bachelor’s degree

Tools

FINRA Licenses 7 & 66

Job description

PNC Wealth Management seeks a Financial Advisor in San Diego, CA, to manage an assigned book of business from a branch. You will blend client consulting, financial planning, and relationship-driven business development within a collaborative branch network.

Responsibilities include developing investment and insurance strategies, delivering sound financial guidance, and expanding the client base while partnering with branch colleagues for referrals and growth.