Financial Advisor - PNC Wealth Management

Financial Advisor | Cocoa Beach, FL | On-site

We are seeking a Financial Advisor to join a leading national financial services organization committed to delivering exceptional client experiences and fostering an inclusive workplace culture. Our team is dedicated to helping clients achieve their savings, investing, and retirement goals through a collaborative and strategic approach.

The Role

• Consult on investment and insurance strategies, and develop financial plans for clients.
• Grow and retain an assigned book of business, owning the client experience from sales to service and referrals.
• Acquire, expand, and maintain client relationships through business development and networking.
• Develop and implement investment and insurance strategies, presenting sound financial recommendations and guidance.
• Coach and educate branch staff and internal partners to identify investment opportunities and drive branch team performance.
• Adhere to all applicable laws, regulations, policies, and guidelines while managing risk effectively.

What You'll Need

• Bachelor's degree with 2+ years of relevant professional experience, or equivalent combination of education and experience.
• FINRA Series 7 and 66 (or 63/65) required; Life and Health Insurance required.
• Strong skills in client prospecting, relationship building, and customer engagement.
• Proven ability in financial analysis, sales, and managing multiple priorities.
• A customer-focused approach, prioritizing client needs and satisfaction.
• Ability to effectively manage business risks in accordance with enterprise frameworks.

What's On Offer

• Comprehensive benefits package including medical, dental, vision, life insurance, and 401(k) with company match.
• Robust training program and ongoing administrative support.
• Access to state-of-the-art technology designed to support career growth.
• Opportunities for professional development and advancement within a supportive culture.

Apply via Haystack today!