Wealth Strategy Advisor — Investments & Client
Job in
Jacksonville, Duval County, Florida, 32290, USA
Listed on 2026-02-28
Listing for:
PNC
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management
Job Description & How to Apply Below
A financial services company located in Jacksonville, FL seeks a Financial Solutions Advisor to consult on investment and insurance strategies. The successful candidate will enhance client loyalty through exceptional service, acquire and maintain client relationships, and coach branch staff on investment opportunities. Required qualifications include FINRA Series 7/66 licenses and an associate degree or equivalent experience. The role offers a comprehensive benefits package and emphasizes a collaborative work culture.
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