Wealth Advisor: Grow Client Wealth & Plans

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

Benefits offered by this job

Medical and prescription drug coverage

Dental and vision insurance

401(k) with company match

Educational assistance

Job summary

PNC Wealth Management seeks a Wealth Advisor in Florida to consult on investment and insurance strategies, develop financial plans, and manage a growing client book. You will collaborate with internal partners to drive referrals and deliver exceptional client experiences.

The role requires a university degree, 3+ years of relevant experience, and FINRA Series 7/66 along with Life and Health licenses. In-office environment with comprehensive benefits and career growth opportunities.

Qualifications

• University degree required, 3+ years of relevant / direct industry experience.
• FINRA Series 7 and 66 licenses required. Life and Health Insurance licenses required.
• Knowledge of investment and insurance strategies and client-focused advisory approach.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Expands and maintains client relationships through business development and networking.
• Develops and implements investment and insurance strategies and presents recommendations.
• Coaches internal partners to identify opportunities and drives referral activity.
• Meets with partners regularly, manages pipeline, and adheres to laws and policies.

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 seeks a Wealth Advisor in Florida to consult on investment and insurance strategies, develop financial plans, and manage a growing client book. You will collaborate with internal partners to drive referrals and deliver exceptional client experiences.

The role requires a university degree, 3+ years of relevant experience, and FINRA Series 7/66 along with Life and Health licenses. In-office environment with comprehensive benefits and career growth opportunities.