Wealth Advisor: Invest, Plan & Grow Client Relationships

PNC; Merritt Island (FL); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical/prescription drug coverage

401(k) with PNC match

Pension and stock purchase plans

Paid time off including maternity leave

Education assistance

Job summary

PNC is seeking a Financial Advisor located in Merritt Island, FL. This role involves consulting on investment and insurance strategies, building and retaining client relationships, and implementing financial plans tailored to client needs.

Qualifications include a Bachelor’s degree, several relevant professional experiences, and required licenses. PNC offers extensive benefits, including insurance coverage, 401(k) matching, and paid time off.

Qualifications

• 2+ years of relevant professional experience preferred.
• FINRA Series 7 and 66 (or 63, 65) licenses required.
• Life and Health Insurance required.

Responsibilities

• Consult on investment and insurance strategies to develop financial plans.
• Acquire and maintain client relationships through business development.
• Implement and monitor investment and insurance strategies for clients.
• Coach branch staff to identify investment opportunities and drive results.
• Regularly meet with partners to review business results and manage pipeline.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Management

Education

Bachelor’s degree

Job description

PNC is seeking a Financial Advisor located in Merritt Island, FL. This role involves consulting on investment and insurance strategies, building and retaining client relationships, and implementing financial plans tailored to client needs.

Qualifications include a Bachelor’s degree, several relevant professional experiences, and required licenses. PNC offers extensive benefits, including insurance coverage, 401(k) matching, and paid time off.