Wealth Management Advisor: Personal Planning & Investments

PNC Financial Services Group, Inc.; Ocala (FL); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Medical/Dental/Vision coverage

401(k) with company match

Paid holidays & vacation

Job summary

PNC Financial Services Group, Inc. is seeking a Financial Advisor in Ocala, FL to manage an assigned book of business, develop financial plans, and deliver personalized investment and insurance guidance within PNC Wealth Management.

You will collaborate with branch staff to expand client relationships and Thrive in a structured training and support environment. The role emphasizes proactive client engagement, adherence to regulations, and a focus on delivering an exceptional client experience

Qualifications

• Bachelor's degree required with 2+ years of relevant experience.
• FINRA Series 7 and 66 (or 63,65) required; Life and Health Insurance required.
• Strong knowledge of investment and insurance strategies and financial planning.

Responsibilities

• Consult on investment and insurance strategies and develop client financial plans.
• Grow and retain an investment and insurance book of business.
• Own the client experience, handling sales and service and referrals.

Skills

Client Prospecting

Client Relationship Building

Financial Analysis

Public Speaking

Relationship Management

Sales Tasks

Selling

Education

Bachelor's degree

FINRA Series 7 & 66

Life & Health Insurance License

Job description

PNC Financial Services Group, Inc. is seeking a Financial Advisor in Ocala, FL to manage an assigned book of business, develop financial plans, and deliver personalized investment and insurance guidance within PNC Wealth Management.

You will collaborate with branch staff to expand client relationships and Thrive in a structured training and support environment. The role emphasizes proactive client engagement, adherence to regulations, and a focus on delivering an exceptional client experience