Find & Apply For Personal Financial Advisor Jobs in Okeechobee, Florida

PNC Financial Services Group is seeking a Financial Advisor in PNC Wealth Management to deliver comprehensive financial planning and investment guidance to high-net-worth clients. You will assess client goals, design tailored portfolios, and provide retirement, tax, and estate planning strategies while ensuring regulatory compliance. In this relationship-driven role, you'll cultivate new business, deepen existing relationships, and collaborate with internal specialists. PNC offers robust training, clear career paths, and a culture grounded in integrity, inclusion, and community impact within a stable, leading financial institution. Responsibilities Provide comprehensive financial planning and investment advice to high-net-worth clients. Develop customized wealth management strategies aligned with client goals and risk tolerance. Manage and monitor client investment portfolios, adjusting strategies as needed. Prospect, acquire, and grow new client relationships to expand the book of business. Deepen existing relationships through proactive communication and ongoing reviews. Collaborate with internal specialists in tax, trust, and banking to deliver integrated solutions. Ensure all recommendations comply with regulatory, legal, and internal policy requirements. Prepare and present financial plans, proposals, and performance reports to clients. Maintain detailed client records using CRM and financial planning tools. Participate in continuous learning to stay current on markets, products, and regulations. Required Skills Financial planning Investment portfolio management Wealth management Risk assessment and mitigation Retirement and estate planning Client relationship management Financial analysis and modeling Regulatory and compliance knowledge Sales and business development CRM and financial planning software