Wealth Advisor - Client Planning & Investment Growth

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

Benefits offered by this job

Medical and prescription coverage

Dental and vision coverage

Life insurance

Disability protection

401(k) with PNC match

Educational assistance

Wellness program

Paid time off

Job summary

PNC Wealth Management in San Diego, CA seeks a Financial Advisor to advise clients on investments and insurance, develop personalized financial plans, and grow a book of business through excellent client service and referrals.

The role emphasizes collaboration with branch staff, ongoing client education, and adherence to regulatory standards. Licenses include FINRA Series 7/66 and Life/Health Insurance; Spanish skills are a plus. Base salary ranges with incentives and comprehensive benefits.

Qualifications

• Bachelor's degree required; 2+ years of related experience preferred.
• FINRA Series 7 and 66 (or 63,65) licenses required. Life and Health Insurance licenses.
• Spanish language skills preferred.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain an investment and insurance book of business.
• Own the client experience, handling sales and service with referrals to partners.
• Coach and educate branch staff on investments and lead by example.
• Follow regulations and adhere to service level agreements.

Skills

Client Prospecting

Relationship Building

Financial Analysis

Financial Modeling

Public Speaking

Sales Tasks

Prospecting

Education

Bachelor's degree

Job description

PNC Wealth Management in San Diego, CA seeks a Financial Advisor to advise clients on investments and insurance, develop personalized financial plans, and grow a book of business through excellent client service and referrals.

The role emphasizes collaboration with branch staff, ongoing client education, and adherence to regulatory standards. Licenses include FINRA Series 7/66 and Life/Health Insurance; Spanish skills are a plus. Base salary ranges with incentives and comprehensive benefits.