Wealth Advisor: Personal Finance & Investment Guidance

PNC; Florida; On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Medical/Dental/Vision

401(k) with company match

Life Insurance

Job summary

PNC Wealth Management seeks a Financial Advisor to base in Amelia Island, FL, managing an assigned client book within a branch network. You will advise on investments and insurance, develop financial plans, and collaborate to grow the client base and referrals.

Responsibilities include executing strategies, maintaining client loyalty, and coaching staff to identify opportunities. Licenses (Series 7/66 or 63/65) and Life/Health Insurance are required, with a comprehensive benefits package and

Qualifications

• Roles require a university degree and 2+ years of relevant professional experience.
• FINRA Series 7 and 66 or 63/65 and Life and Health Insurance licenses are required.
• No certification is explicitly required by the employer.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain an investment and insurance book of business.
• Manage client relationships and coordinate referrals with internal partners.
• Coach branch staff to identify investment opportunities and drive referrals.

Skills

Client Prospecting

Client Relationship Building

Financial Analysis

Public Speaking

Relationship Management

Sales Activities

Education

Bachelors

Job description

PNC Wealth Management seeks a Financial Advisor to base in Amelia Island, FL, managing an assigned client book within a branch network. You will advise on investments and insurance, develop financial plans, and collaborate to grow the client base and referrals.

Responsibilities include executing strategies, maintaining client loyalty, and coaching staff to identify opportunities. Licenses (Series 7/66 or 63/65) and Life/Health Insurance are required, with a comprehensive benefits package and