Wealth Advisor: Strategic Investment & Planning

Fairygodboss; Miami Beach (FL); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health benefits

401(k) with match

Pension plan

Stock purchase plan

Educational assistance

Job summary

PNC Wealth Management in Florida seeks a Wealth Advisor to consult on investment and insurance strategies, grow a client book, and deliver an exceptional client experience. You will develop financial plans, coach internal partners, and maintain relationships while adhering to regulatory guidelines.

Ideal candidates hold a Bachelor's degree with 3+ years in wealth management and FINRA licenses (Series 7/66) and Life and Health Insurance licenses.

Qualifications

• University degree required; 3+ years in wealth management or financial services.
• FINRA Series 7 and 66 licenses required; Life and Health Insurance licenses are required or preferred.

Responsibilities

• Consult on investment and insurance strategies; grow and retain client book of business and own client experience.
• Acquire, expand and maintain client relationships through networking and exceptional service.
• Develops and implements investment and insurance strategies; presents sound financial recommendations and guidance to clients.

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's degree

Job description

PNC Wealth Management in Florida seeks a Wealth Advisor to consult on investment and insurance strategies, grow a client book, and deliver an exceptional client experience. You will develop financial plans, coach internal partners, and maintain relationships while adhering to regulatory guidelines.

Ideal candidates hold a Bachelor's degree with 3+ years in wealth management and FINRA licenses (Series 7/66) and Life and Health Insurance licenses.