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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 Okeechobee, 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

As a Financial Advisor within PNC Wealth Management, you'll be part of a collaborative team, managing an assigned book of business while focusing on investment and insurance strategies to help clients achieve their financial goals. The role involves providing personalized financial plans, cultivating client relationships, and ensuring an exceptional client experience, all within a supportive and inclusive workplace culture.

Key responsibilities

  • Consult on investment and insurance strategies and develop financial plans for clients.
  • Grow and retain an assigned book of business.
  • Own the client experience through efficient sales and service management.
  • Acquire, expand, and maintain client relationships through business development.
  • Develop and implement strategies based on client financial needs and objectives.
  • Monitor and recommend changes to financial plans as needed.
  • Coach and educate branch staff on investment opportunities.
  • Lead branch team actions to achieve investment results.
  • Communicate regularly with internal and external partners to enhance referral activity.
  • Adhere to all applicable laws, regulations, policies, and guidelines.

Required skills

  • Bilingual in Spanish
  • Financial Planning
  • Investment Strategies
  • Client Relationship Management
  • Sales Development
  • Understanding of financial regulations
  • FINRA Series 7 and 66 (or 63, 65) licenses
  • Life and Health Insurance license
  • Coaching and mentoring skills
  • Customer experience management
  • Effective communication skills
  • Ability to manage multiple priorities

What the company offers

  • Comprehensive range of benefits including medical, dental, and vision coverage
  • 401(k) with company match and pension plans
  • Short and long-term disability protection
  • Paid time off including maternity and parental leave
  • Educational assistance with select programs fully paid
  • Wellness program with financial incentives

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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