Wealth Advisor - Client Planning & Investment
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
PNC Wealth Management in San Diego, CA seeks a Financial Advisor to advise clients on investments and insurance, develop personalized financial plans, and grow a book of business through excellent client service and referrals.
The role emphasizes collaboration with branch staff, ongoing client education, and adherence to regulatory standards. Licenses include FINRA Series 7/66 and Life/Health Insurance;
Spanish skills are a plus. Base salary ranges with incentives and comprehensive benefits.
We invite applications for the Wealth Advisor
- Client Planning & Investment Growth position located in San Diego, CA, United States.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Wealth Advisor
- Client Planning & Investment Growth role at PNC Financial Services Group, Inc., based in San Diego, CA, United States.
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