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Financial Advisor - PNC Wealth Management

Date Posted: Jun 28, 2026
Yearly: USD - USD
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Job Detail

  • location_on
    Location Cocoa Beach, Florida, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Sep 26, 2026
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Job Description

Overview

PNC Wealth Management is seeking a Financial Advisor to be based in Cocoa Beach, Florida. In this role, you will manage an assigned book of business, consulting on investment and insurance strategies while providing comprehensive financial planning to clients. The position emphasizes teamwork and collaboration within a dynamic bank branch environment to foster client relationships and achieve business goals.

Key responsibilities

  • Consult on investment and insurance strategies for clients
  • Grow and retain an investment and insurance book of business
  • Own the client experience and efficiently handle sales and service
  • Acquire and maintain client relationships through business development
  • Develop and implement tailored investment and insurance strategies
  • Monitor financial plans and recommend changes as needed
  • Coach and educate branch staff on investment opportunities
  • Regularly communicate with internal partners to drive referral activity
  • Meet service level agreements for lead and referral follow-up

Required skills

  • Banking & Financial Services
  • Financial Planning
  • Customer Service
  • Investment Strategies
  • Insurance Consulting
  • Sales Management
  • Team Collaboration
  • Client Prospecting
  • Client Relationship Building
  • Credit Risk Analysis
  • Financial Analysis
  • Financial Modeling
  • Public Speaking
  • Relationship Management
  • FINRA Series 7 and 66 (or 63, 65)
  • Life and Health Insurance

What the company offers

  • Medical/prescription drug coverage with Health Savings Account feature
  • Dental and vision options
  • Employee and spouse/child life insurance
  • Short and long-term disability protection
  • 401(k) with PNC match, pension, and stock purchase plans
  • Dependent care reimbursement account
  • Education assistance, including select programs fully paid
  • Paid time off including maternity/parental leave and up to 11 paid holidays
  • 15 to 25 vacation days each year depending on career level and years of service

Skills Required

Company Overview

PNC Financial Services Group
Red Bank, New Jersey, United States of America
114 Current Jobs Openings

PNC Financial Services Group is committed to delivering an exceptional experience for its customers and fostering an inclusive workplace culture. The company emphasizes the importance of its employees as a competitive advantage in the financial marke... Read More

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