Wealth Solutions Advisor: Investments & Insurance Strategy

PNC; Deerfield Beach (FL); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k) with company match

Paid time off and holidays

Life and disability insurance

Job summary

PNC Wealth Management seeks a Financial Solutions Advisor based in Deerfield Beach, FL. You will consult on investment and insurance strategies, develop financial plans, and grow a client book of business, delivering an exceptional client experience.

You will own client relationships, handle sales and service, and collaborate with internal partners to drive referrals and investment opportunities while ensuring compliance with applicable laws and policies.

Qualifications

• Bachelor's degree or higher is typically required or preferred.
• FINRA Series 7 & 66 licenses are required.
• Life and Health Insurance licenses are required.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and maintains an investment and insurance book of business.
• Delivers exceptional client experience and drives referrals to internal partners.
• Coaches branch staff to identify investment opportunities and communicates results with leadership.

Skills

Relationship Building

Sales Experience

Financial Products Knowledge

Communication Skills

Coaching Others

Education

Bachelor's Degree or Higher

FINRA Series 7 & 66

Life/Health Insurance License

Job description

PNC Wealth Management seeks a Financial Solutions Advisor based in Deerfield Beach, FL. You will consult on investment and insurance strategies, develop financial plans, and grow a client book of business, delivering an exceptional client experience.

You will own client relationships, handle sales and service, and collaborate with internal partners to drive referrals and investment opportunities while ensuring compliance with applicable laws and policies.