Wealth Management Financial Advisor

PNC Financial Services; Delray Beach (FL); Presencial; USD 60.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) match

Medical coverage

Dental & vision

Life insurance

Disability protection

Paid holidays

Vacation days

Education assistance

Wellness program

Parental leave

Descripción de la vacante

PNC Financial Services in Delray Beach seeks a Financial Advisor to join PNC Wealth Management, focusing on advisory and planning for clients. You will manage an assigned book of business, grow relationships, and deliver strategic investment and insurance solutions while collaborating with branch partners.

The role emphasizes client experience, referrals, and a robust training framework within an in-office culture. Licenses and education requirements apply.

Formación

• University degree required with 2+ years of professional experience.
• FINRA Series 7 and 66 (or 63,65) required; Life and Health Insurance required.

Responsabilidades

• Consult on investment and insurance strategies and develop financial plans for clients.
• Acquire, expand and maintain client relationships through networking.
• Develop and implement investment strategies and present financial recommendations.
• Coach and educate branch staff to identify investment opportunities and drive referrals.
• Meet with management and partners to review results and manage pipelines.

Conocimientos

Client Prospecting

Client Relationship Building

Financial Analysis

Public Speaking

Relationship Management

Sales Tasks and Activities

Coaching Others

Educación

Bachelor's degree

Descripción del empleo

PNC Financial Services in Delray Beach seeks a Financial Advisor to join PNC Wealth Management, focusing on advisory and planning for clients. You will manage an assigned book of business, grow relationships, and deliver strategic investment and insurance solutions while collaborating with branch partners.

The role emphasizes client experience, referrals, and a robust training framework within an in-office culture. Licenses and education requirements apply.