Wealth Advisor — Holistic Planning & Growth

Fairygodboss; Ocala (FL); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental and vision options

401(k) with PNC match

Pension and stock purchase plans

Educational assistance

Job summary

PNC Wealth Management seeks a Financial Advisor to manage an assigned book of business in Ocala, FL. You will consult on investment and insurance strategies, develop financial plans, and expand client relationships while collaborating with branch staff to identify opportunities.

You will coach colleagues and maintain rigorous adherence to laws and guidelines, building a strong client experience and loyalty in a team-driven environment.

Qualifications

• Bachelor's degree required; 2+ years of relevant professional experience preferred.
• FINRA Series 7 and 66 (or 63,65) required; Life and Health Insurance required.
• Licensing and compliance are essential; strong client relationship and sales skills needed.

Responsibilities

• Consult on investment and insurance strategies; manage a book of business.
• Develop and implement financial plans tailored to client goals.
• Expand client relationships through business development and networking.
• Coach and educate branch staff to identify investment opportunities.
• Meet with leadership to review results, pipeline and referrals; adhere 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

Tools

FINRA compliance tools

Job description

PNC Wealth Management seeks a Financial Advisor to manage an assigned book of business in Ocala, FL. You will consult on investment and insurance strategies, develop financial plans, and expand client relationships while collaborating with branch staff to identify opportunities.

You will coach colleagues and maintain rigorous adherence to laws and guidelines, building a strong client experience and loyalty in a team-driven environment.