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Financial Advisor - PNC Wealth Management

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

Job Detail

  • location_on
    Location Rockledge, 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

Job Description

Overview

As a Financial Advisor within PNC Wealth Management, you will manage an assigned book of business and consult on investment and insurance strategies to help clients achieve their financial goals. The role emphasizes collaboration, client relationship management, and providing personalized financial solutions within a supportive and inclusive workplace culture.

Key responsibilities

  • Consult on investment and insurance strategies for clients
  • Grow and retain an investment and insurance book of business
  • Own the client experience by efficiently handling sales and service
  • Acquire and maintain client relationships through business development
  • Develop and implement investment and insurance strategies
  • Present financial recommendations and establish financial plans
  • Educate branch staff and partners about investment opportunities
  • Communicate regularly with internal and external partners
  • Meet service level agreements on lead and referral follow-up
  • Adhere to all applicable laws, regulations, and policies

Required skills

  • Banking & Financial Services
  • Investment Strategies
  • Financial Planning
  • Client Relationship Management
  • Sales
  • Financial Analysis
  • Financial Modeling
  • FINRA Series 7 and 66 (or 63, 65) required
  • Life and Health Insurance required
  • Coaching and effective communication skills

What the company offers

  • Comprehensive range of benefits including medical, dental, and vision coverage
  • 401(k) with PNC match, pension, and stock purchase plans
  • Paid time off including maternity/parental leave and vacation days
  • Educational assistance and a robust wellness program

Skills Required

Company Overview

Red Bank, New Jersey, United States of America

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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