Wealth Management Advisor: Personal Finance & Planning

PNC Financial Services Group, Inc.; Okeechobee (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental and vision options

401(k) with company match

Paid holidays

Parental leave

Job summary

PNC Financial Services Group, Inc. is seeking a Financial Advisor in the PNC Wealth Management division, based in Okeechobee, FL. You will manage a client book, provide holistic financial plans, and collaborate with branch teams to deliver tailored investment and insurance solutions.

The role emphasizes building long-term client relationships, meeting regulatory standards, and contributing to branch revenue through referrals and exceptional service.

Qualifications

• Requires Bachelor's degree and FINRA licenses may be preferred.
• Strong ability to prospect, network, and develop client relationships.
• Knowledge of financial planning, investment strategies, and insurance solutions.

Responsibilities

• Consult on investment and insurance strategies for clients.
• Grow and retain an investment and insurance book of business.
• Own the client experience and drive referrals to internal partners.
• Coach branch staff to identify investment opportunities and enhance client service.

Skills

Client Prospecting

Client Relationship Building

Financial Analysis

Public Speaking

Relationship Management

Sales & Referrals

Education

Bachelor's degree

Job description

PNC Financial Services Group, Inc. is seeking a Financial Advisor in the PNC Wealth Management division, based in Okeechobee, FL. You will manage a client book, provide holistic financial plans, and collaborate with branch teams to deliver tailored investment and insurance solutions.

The role emphasizes building long-term client relationships, meeting regulatory standards, and contributing to branch revenue through referrals and exceptional service.