Wealth Strategy & Investment Advisor

PNC Financial Services Group; Deerfield Beach (FL); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Medical/prescription drug coverage

Dental and vision options

Life insurance

Disability protection

401(k) with company match

Pension and stock purchase plans

Dependent care reimbursement

Job summary

PNC Financial Services Group in Deerfield Beach, FL is seeking a Financial Solutions Advisor within Wealth Management to grow and retain a client book, deliver comprehensive investment and insurance planning, and coordinate with internal partners to implement solutions.

You will build relationships through branch development and outbound calling, provide guidance on investment strategies, and coach branch staff to drive referrals while adhering to regulatory requirements.

Qualifications

• Bachelor's degree or equivalent with <1 year of professional experience or completion of a formal development program.
• FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients, growing and retaining an investment and insurance book of business.
• Expands and maintains client relationships through branch business development and outbound calling; drives referrals and client loyalty.
• Develops and implements investment strategies and recommends appropriate products; establishes and monitors financial plans.

Skills

Coaching Others

Customer Experience Management

Customer Retention

Effective Communications

Interpersonal Relationships

Managing Multiple Priorities

Prospecting

Sales Tasks And Activities

Selling

Education

Associate degree

Job description

PNC Financial Services Group in Deerfield Beach, FL is seeking a Financial Solutions Advisor within Wealth Management to grow and retain a client book, deliver comprehensive investment and insurance planning, and coordinate with internal partners to implement solutions.

You will build relationships through branch development and outbound calling, provide guidance on investment strategies, and coach branch staff to drive referrals while adhering to regulatory requirements.