Wealth Advisor — Client Planning & Growth

PNC; Jacksonville (FL); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Healthcare coverage

Dental and vision

Life insurance

Disability protection

401(k) with match

Educational assistance

Wellness program

Paid time off

Job summary

PNC Wealth Management based in Jacksonville, FL is seeking a Financial Advisor to craft investment and insurance strategies and manage a client portfolio. You will develop personalized plans and deliver an integrated approach to savings, investing and retirement goals.

Collaborate with branch teams to identify opportunities, educate staff, and drive referrals while adhering to laws and guidelines and building durable client relationships.

Qualifications

• Bachelor's degree required.
• FINRA Series 7 and 66 (or 63,65) required.
• Life and Health Insurance required.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Acquires, expands and maintains client relationships and grows book of business.
• Develops and implements investment and insurance strategies and presents recommendations.
• Coaches branch staff to identify investment opportunities and drive referrals.
• Meets with branch manager to communicate results and pipeline management.

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

PNC Wealth Management based in Jacksonville, FL is seeking a Financial Advisor to craft investment and insurance strategies and manage a client portfolio. You will develop personalized plans and deliver an integrated approach to savings, investing and retirement goals.

Collaborate with branch teams to identify opportunities, educate staff, and drive referrals while adhering to laws and guidelines and building durable client relationships.