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Wealth Advisor: Lead Client Strategy
Job in
West Palm Beach, Palm Beach County, Florida, 33412, USA
Listed on 2026-01-01
Listing for:
PNC
Full Time
position Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services company is seeking a Wealth Advisor to provide tailored advice and strategic planning for clients. The role involves consulting on financial strategies, developing investment plans, and maintaining client relationships. Successful candidates need a Bachelor’s degree and relevant industry experience with required FINRA Series 7 and 66 licenses. This position offers a comprehensive benefits package and an inclusive work environment.
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