Wealth Advisor: Drive Client Growth & Financial Plans

PNC Financial Services Group, Inc.; Cape Coral (FL); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical/prescription drug coverage (H​

Dental and vision options

Life insurance

Disability protection

401(k) with PNC match

Pension and stock purchase plans

Educational assistance

Wellness program

Paid time off

Job summary

PNC Financial Services Group, Inc. in Florida is seeking a Wealth Advisor within PNC Wealth Management to help clients build and protect wealth through tailored investment and insurance strategies.

Based in Cape Coral, you will manage an expanding book of business and collaborate with partners to deliver a holistic financial plan. The ideal candidate has a university degree and 3+ years of experience, holds FINRA licenses 7 and 66 (or 63/65) and Life & Health Insurance, and excels in

Qualifications

• University/college degree required, with 3+ years of relevant/direct industry experience.
• FINRA Series 7 and 66 (or 63,65) licenses and Life and Health Insurance required.
• No additional certifications are required.

Responsibilities

• Consults on investment and insurance strategies, and develops financial plans for clients; grows and retains an investment/insurance book of business.
• Acquires, expands and maintains client relationships through business development and networking; drives referrals.
• Develops and implements investment and insurance strategies; presents recommendations and establishes financial plans.
• Coaches internal partners to identify investment opportunities and drive referrals; maintains strong partner relationships.
• Meets with internal partners to review results, adhere to service levels and regulatory requirements.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Education

Bachelors

Job description

PNC Financial Services Group, Inc. in Florida is seeking a Wealth Advisor within PNC Wealth Management to help clients build and protect wealth through tailored investment and insurance strategies.

Based in Cape Coral, you will manage an expanding book of business and collaborate with partners to deliver a holistic financial plan. The ideal candidate has a university degree and 3+ years of experience, holds FINRA licenses 7 and 66 (or 63/65) and Life & Health Insurance, and excels in