Wealth Advisor: Personalized Client Planning

PNC; Amelia City (FL); On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid time off

Job summary

PNC Wealth Management is seeking a Financial Advisor based in Amelia Island, FL. You will consult on investment and insurance strategies, develop personalized financial plans, and manage a client book of business within an in-office branch network.

The role emphasizes building relationships, referrals, and driving investment opportunities. Required FINRA Series 7/66 and Life/Health licenses, a Bachelor’s degree, and 2+ years of experience.

Qualifications

• Bachelor's degree or higher required.
• FINRA licenses (Series 7 and 66) required.
• Life and Health Insurance licensing required.
• 2+ years of relevant financial advisory experience preferred.

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 referrals across internal partners.
• Coach and educate branch staff to identify investment opportunities.
• Meet compliance, service levels, and referral targets with stakeholders.

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

Job description

PNC Wealth Management is seeking a Financial Advisor based in Amelia Island, FL. You will consult on investment and insurance strategies, develop personalized financial plans, and manage a client book of business within an in-office branch network.

The role emphasizes building relationships, referrals, and driving investment opportunities. Required FINRA Series 7/66 and Life/Health licenses, a Bachelor’s degree, and 2+ years of experience.