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Wealth Advisor: Investment Strategy & Client
Job in
Wilmington, New Castle County, Delaware, 19894, USA
Listed on 2026-01-16
Listing for:
PNC
Full Time
position Listed on 2026-01-16
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial services company is seeking a Financial Advisor to develop client financial plans and manage investment strategies. The ideal candidate will have a Bachelor's degree and at least 2 years of experience in a relevant field. Required certifications include FINRA Series 7 and 66, and the role emphasizes building client relationships and enhancing customer experiences. A variety of employee benefits are offered, including medical, insurance, and retirement plans.
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