Financial Advisor - PNC Wealth Management

Job overview

The Financial Advisor - PNC Wealth Management is an onsite role based in West Melbourne, FL. Compensation is not specified. This role supports the PNC Wealth Management division, contributing to the company's mission of delivering exceptional customer experiences. The role exists to consult on investment and insurance strategies and develop financial plans for clients. The advisor is responsible for growing and retaining an investment and insurance book of business, managing client relationships, and driving referral activity through collaboration with branch staff and internal business partners.

What you'll do

• Consults on investment and insurance strategies
• develops financial plans
• grows and retains an investment and insurance book of business
• acquires and maintains client relationships
• coaches branch staff
• meets service level agreements.

What we're looking for

Skills & competencies

full-time

day shift

west melbourne fl

pnc

financial advisor

wealth management

financial planning

investment strategy

client relations

series 7

series 66

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, vision, 401(k) with match, pension, stock purchase, paid time off, wellness program.

Why this role

Incentive eligible role with comprehensive benefits including 401(k) match and wellness programs.

About the employer

PNC Financial Services Group is hiring for this role. Industry: Commercial Banking. Sector: 52.