Wealth Advisor: Elevate Clients with Strategic Plans
Fairygodboss
Stand out for this role — generate a tailored resume and cover letter in about a minute.
Benefits offered by this job
Job summary
PNC Wealth Management seeks a Financial Advisor based in Okeechobee, FL to deliver tailored investment and insurance strategies and build a robust client book. This role focuses on developing comprehensive financial plans and delivering exceptional client service within a collaborative branch network.
You will work with clients to meet savings, investing, and retirement goals, leveraging firm-wide resources and training to advance your career.
Qualifications
- University degree required, typically 2+ years of financial advisory experience.
- FINRA licenses and insurance licenses required.
- Spanish language proficiency preferred.
Responsibilities
- Consults on investment and insurance strategies and develops financial plans for clients.
- Grows and retains an investment and insurance book of business.
- Acquires, expands and maintains client relationships through business development and networking.
- Presents sound financial recommendations and coordinates with internal partners to implement plans.
Skills
Education
Tools
Job description
PNC Wealth Management seeks a Financial Advisor based in Okeechobee, FL to deliver tailored investment and insurance strategies and build a robust client book. This role focuses on developing comprehensive financial plans and delivering exceptional client service within a collaborative branch network.
You will work with clients to meet savings, investing, and retirement goals, leveraging firm-wide resources and training to advance your career.
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
