Financial Advisor - Wealth Management

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers and fostering an inclusive workplace where all employees feel respected, valued, and have an opportunity to contribute to the company’s success.

As a Financial Advisor within PNC Wealth Management, you will be based in Okeechobee, FL. Bilingual Spanish required. Financial Advisors are based within a bank branch and work within a collaborative circuit of branches, managing an assigned book of business. PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients meet their savings, investing, and retirement goals.

• Consult on investment and insurance strategies, and develop financial plans for clients. Grow and retain an investment and insurance book of business; own the client experience, handle sales and service efficiently, and identify sales opportunities and referrals to internal business partners.
• Acquire, expand, and maintain client relationships through business development and networking. Grow client loyalty and share of wallet with an exceptional client experience.
• Develop and implement investment and insurance strategies for clients, selecting the best products to support those strategies. Present sound financial recommendations and guidance to clients and establish individual financial plans based on client needs and objectives. Monitor plans and recommend changes as needed.
• Coach and educate branch staff and internal partners to identify investment opportunities. Lead the branch team on actions to achieve investment results, communicate regularly, and build strong relationships that drive referral activity.
• Meet with branch manager and internal partners to review business results and pipeline management. Meet lead and referral follow‑up service level agreements and adhere to all applicable laws, regulations, policies, and guidelines.

• Customer Focused – Knowledgeable of values and practices that align customer needs and satisfaction as primary considerations in all business decisions.
• Managing Risk – Assess and manage all risks associated with business objectives and activities to support PNC’s Enterprise Risk Management Framework.

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for the role.

• Client Prospecting
• Client Relationship Building
• Credit Risk Analysis
• Customer Engagement
• Financial Analysis
• Financial Modeling
• Investment Banking
• Public Speaking
• Relationship Management

• Coaching Others
• Customer Experience Management
• Customer Retention
• Effective Communications
• Interpersonal Relationships
• Managing Multiple Priorities
• Prospecting
• Sales Tasks And Activities
• Selling

Roles at this level typically require a university/college degree and 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job‑specific certification(s), and experience, including military service, may be considered.

Bachelor’s degree.

No required certification(s).

FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Benefits include medical, prescription drug, dental, and vision coverage (with a Health Savings Account), life insurance for employees and families, short and long‑term disability protection, 401(k) with company match, pension and stock purchase plans, dependent care reimbursement, child/elder care backup, adoption, surrogacy, and doula reimbursement, educational assistance, and a robust wellness program with financial incentives.

Paid time off includes maternity and parental leave, up to 11 paid holidays each year, 9 occasional absence days each year, and 15‑25 vacation days each year, depending on career level and years of service.

If an accommodation is required to participate in the application process, please contact us via email at ,…