Wealth Management Financial Advisor

PNC; Ocala (FL); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Comprehensive benefits package

401(k) with matching

Paid time off

Robust training program

Job summary

A financial services company is hiring a Financial Advisor in Ocala, FL. The position involves consulting on investment and insurance strategies, expanding client relationships, and developing personalized financial plans. Ideal candidates should have a bachelor's degree, relevant certifications, and 2+ years of experience. This role offers opportunities for professional growth, training, and a supportive workplace culture with a focus on inclusive practices.

Qualifications

• 2+ years of relevant professional experience.
• In lieu of degree, a combination of education, job-specific certifications, and experience may be considered.

Responsibilities

• Consult on investment and insurance strategies.
• Grows and retains an investment and insurance book of business.
• Develop and implement investment strategies for clients.
• Regularly meets with internal business partners to communicate business results.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Management

Education

Bachelors

Tools

FINRA Series 7

FINRA Series 66

Life and Health Insurance

Job description

A financial services company is hiring a Financial Advisor in Ocala, FL. The position involves consulting on investment and insurance strategies, expanding client relationships, and developing personalized financial plans. Ideal candidates should have a bachelor's degree, relevant certifications, and 2+ years of experience. This role offers opportunities for professional growth, training, and a supportive workplace culture with a focus on inclusive practices.