Wealth Advisor, Client Planning & Growth

PNC Financial Services Group, Inc.; Jacksonville (FL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical and Prescription Coverage

Dental and Vision

401(k) with Company Match

Education Assistance

Job summary

PNC Wealth Management is seeking a Financial Advisor based in Jacksonville, FL. You will consult on investment and insurance strategies, develop comprehensive financial plans, and grow your book of business while delivering an exceptional client experience.

The role requires FINRA licenses (7 & 66 or 63/65) and Life/Health insurance credentials, with in-branch collaboration and a focus on referrals. The position emphasizes serving clients at the branch level, building long-term relationships,

Qualifications

• Bachelor's degree or equivalent combination of education and experience typically required.
• FINRA Series 7 & 66 or 63/65 licenses required.
• Life and Health Insurance license required.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and retains an investment and insurance book of business.
• Owns the client experience, handling sales and service and making referrals to partners.
• Expands client relationships through networking and business development.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management Competencies

Coaching Others

Customer Experience Management

Customer Retention

Effective Communications

Interpersonal Relationships

Managing Multiple Priorities

Prospecting

Sales Tasks And Activities

Selling

Education

Bachelor's degree

FINRA Series 7 & 66 (or 63,65)

Life and Health Insurance license

Job description

PNC Wealth Management is seeking a Financial Advisor based in Jacksonville, FL. You will consult on investment and insurance strategies, develop comprehensive financial plans, and grow your book of business while delivering an exceptional client experience.

The role requires FINRA licenses (7 & 66 or 63/65) and Life/Health insurance credentials, with in-branch collaboration and a focus on referrals. The position emphasizes serving clients at the branch level, building long-term relationships,