Wealth Advisor | Investment & Client Strategy

Fairygodboss; San Diego (CA); On-site; USD 77,000 - 128,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Paid time off

Educational assistance

Job summary

PNC Wealth Management seeks a Wealth Advisor based in California to consult on investment and insurance strategies, develop comprehensive financial plans, and grow a book of business. The role emphasizes client relationship management, cross-team collaboration, and adherence to regulatory guidelines.

Qualifications include a 3+ years of relevant experience, a Bachelor’s degree, and FINRA licenses (7 and 66) plus Life and Health Insurance.

Qualifications

• Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience.
• Bachelor's degree is required.
• No Required Certification(s) specified.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and retains an investment and insurance book of business and owns the client experience.
• Expands client relationships through business development and client networking; drives referrals.
• Develops and implements investment and insurance strategies; presents sound financial recommendations.
• Coaches internal partners to identify investment opportunities and drives referral activity.

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 Wealth Management seeks a Wealth Advisor based in California to consult on investment and insurance strategies, develop comprehensive financial plans, and grow a book of business. The role emphasizes client relationship management, cross-team collaboration, and adherence to regulatory guidelines.

Qualifications include a 3+ years of relevant experience, a Bachelor’s degree, and FINRA licenses (7 and 66) plus Life and Health Insurance.