Financial Advisor - PNC Wealth Management

Financial Advisor | West Melbourne, FL, United States | On-site

We're hiring for a leading national financial services group committed to delivering exceptional client experiences and fostering an inclusive workplace. Join a dynamic team focused on helping clients achieve their savings, investing, and retirement goals through expert guidance and personalized solutions.

The Role

• Consults on investment and insurance strategies and develops financial plans for clients.
• Owns the client experience, handling sales and service, identifying opportunities, and making referrals.
• Acquires, expands, and maintains client relationships through business development and networking.
• Develops and implements investment and insurance strategies, recommending appropriate products.
• Actively coaches and educates branch staff and partners to identify investment opportunities and drive results.
• Regularly communicates with internal partners to build relationships and drive referral activity.

What You'll Need

• Bachelor's degree or equivalent combination of education and experience.
• 2+ years of relevant professional experience in financial services.
• FINRA Series 7 and 66 (or 63, 65) required.
• Life and Health Insurance licenses required.
• Demonstrated skills in client prospecting, relationship building, and financial analysis.
• Strong understanding of risk management and customer engagement.

What's On Offer

• Comprehensive benefits package including medical, dental, vision, and 401(k) with match.
• Robust training program and ongoing professional development opportunities.
• Administrative support and state-of-the-art technology to enhance your career.
• A collaborative and supportive work environment with a focus on employee well-being.

Apply via Haystack today!