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Wealth Advisor: Lead Client Strategy
Job in
Boca Raton, Palm Beach County, Florida, 33481, USA
Listed on 2026-01-20
Listing for:
PNC
Full Time
position Listed on 2026-01-20
Job specializations:
-
Finance & Banking
Financial Consultant -
Sales
Job Description & How to Apply Below
A financial services company based in Boca Raton is seeking a Wealth Advisor to consult on investment and insurance strategies. The ideal candidate will possess a bachelor's degree and requisite FINRA licenses. Responsibilities include growing and maintaining client relationships, developing financial plans, and collaborating with internal partners. PNC offers comprehensive benefits and promotes an inclusive workplace culture for its employees.
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