Wealth Advisor: Strategic Planning & Client Growth

PNC Financial Services Group, Inc.; Orlando (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) with company match

Job summary

PNC Financial Services Group, Inc. in Orlando, FL, is seeking a Financial Advisor within Wealth Management to develop personalized investment plans and manage a growing client book.

You will consult on investments and insurance strategies, retain clients, and collaborate with branch staff to deliver a high-touch experience while meeting regulatory requirements. The role emphasizes ongoing client education, referrals to internal partners, and career development through our comprehensive training

Qualifications

• Bachelor's degree required or equivalent.
• FINRA Series 7 and 66 (or 63,65) required.
• Life and Health Insurance license required.

Responsibilities

• Consult on investment and insurance strategies for clients.
• Grow and retain an investment and insurance book of business.
• Own the client experience, coordinating with branch staff and internal partners.

Skills

Client Prospecting

Relationship Building

Financial Analysis

Public Speaking

Sales

Education

Bachelor's degree

Job description

PNC Financial Services Group, Inc. in Orlando, FL, is seeking a Financial Advisor within Wealth Management to develop personalized investment plans and manage a growing client book.

You will consult on investments and insurance strategies, retain clients, and collaborate with branch staff to deliver a high-touch experience while meeting regulatory requirements. The role emphasizes ongoing client education, referrals to internal partners, and career development through our comprehensive training