Wealth Advisor: Strategic Planning & Client Growth

PNC Financial Services Group; Sebastian (FL); Presencial; USD 65.000 - 95.000; Jornada completa

Descripción de la vacante

The Financial Advisor role within PNC Wealth Management, Merritt Island, FL, focuses on building and retaining a robust book of business through thoughtful financial planning and personalized client service.

You will consult on investments and insurance strategies, develop comprehensive financial plans, and coach branch staff to identify opportunities while maintaining compliance and delivering an exceptional client experience.

Formación

• Bachelor's degree required.
• FINRA Series 7 and 66 licenses required; Life and Health Insurance required.
• Strong knowledge of investment and insurance planning; client relationship management.

Responsabilidades

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and retains an investment and insurance book of business.
• Acquires, expands and maintains client relationships.
• Develops and implements investment and insurance strategies; presents recommendations.
• Coaches and educates branch staff to identify investment opportunities and drive referrals.

Conocimientos

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Educación

Bachelor's degree

FINRA Series 7 and 66

Life and Health Insurance

Descripción del empleo

The Financial Advisor role within PNC Wealth Management, Merritt Island, FL, focuses on building and retaining a robust book of business through thoughtful financial planning and personalized client service.

You will consult on investments and insurance strategies, develop comprehensive financial plans, and coach branch staff to identify opportunities while maintaining compliance and delivering an exceptional client experience.