Wealth Advisor: Investment & Planning Specialist

Fairygodboss; Jacksonville (FL); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Medical & dental coverage

401(k) with company match

Education assistance

Job summary

PNC Wealth Management in Jacksonville, FL seeks a Financial Advisor to build and manage an investment and insurance book of business. You will deliver holistic planning, manage client relationships, and work with branch teams to grow referrals.

Requires FINRA Series 7/66 (or 63/65) licenses and Life & Health Insurance, plus 2+ years of experience. This is an in-office role within a supportive, training-focused environment.

Qualifications

• Bachelor's degree required or equivalent
• FINRA Series 7 and 66 required (or 63/65)
• Life and Health Insurance required
• 2+ years of relevant professional experience

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Acquire, expand and maintain client relationships through networking and referrals.
• Develop and implement investment and insurance strategies for clients and present sound recommendations.
• Coach and educate branch staff to identify investment opportunities and drive referrals.
• Meet with leadership to review business results and pipeline; adhere to laws and internal guidelines.

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 in Jacksonville, FL seeks a Financial Advisor to build and manage an investment and insurance book of business. You will deliver holistic planning, manage client relationships, and work with branch teams to grow referrals.

Requires FINRA Series 7/66 (or 63/65) licenses and Life & Health Insurance, plus 2+ years of experience. This is an in-office role within a supportive, training-focused environment.