Wealth Advisor: Create Plans & Grow Client Portfolios

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

Benefits offered by this job

Spanish Speaking - Preferred

Comprehensive Benefits

Job summary

PNC Wealth Management is seeking a Financial Advisor based in Okeechobee, FL to manage an assigned book of business within a bank branch. You will deliver comprehensive financial planning, investment strategies, and client service to help clients meet savings, investing and retirement goals.

The role emphasizes collaboration with branch teams, ongoing training, and a client-centric approach within a supportive, in-office culture. FINRA licenses and life/health insurance are required.

Qualifications

• University/college degree required; 2+ years of relevant professional experience.
• FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.
• No Sponsorship for employment visas.

Responsibilities

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

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

Job description

PNC Wealth Management is seeking a Financial Advisor based in Okeechobee, FL to manage an assigned book of business within a bank branch. You will deliver comprehensive financial planning, investment strategies, and client service to help clients meet savings, investing and retirement goals.

The role emphasizes collaboration with branch teams, ongoing training, and a client-centric approach within a supportive, in-office culture. FINRA licenses and life/health insurance are required.