Financial Advisor - PNC Wealth Management

Location: Okeechobee, Florida, United States; in-office at a bank branch

Company

hirify.global provides wealth management, banking, financial planning, investment, and insurance services.

What you will do

• Consult with clients on investment, insurance, savings, investing, and retirement strategies.
• Develop, implement, monitor, and update personalized financial plans.
• Grow and retain an investment and insurance book of business through prospecting, networking, and relationship management.
• Deliver client sales and service, identify opportunities, and make referrals to internal partners.
• Coach and educate branch staff to identify investment opportunities and improve referral activity.
• Review business results, pipeline activity, service-level agreements, and regulatory compliance with branch partners.

Requirements

• Bachelor’s degree preferred, or a comparable combination of education, certifications, and experience.
• At least 2 years of relevant professional experience.
• FINRA Series 7 and Series 66, or Series 63 and 65, required.
• Life and Health Insurance license required.
• Knowledge of financial analysis, financial modeling, investment strategies, client prospecting, and relationship management.
• Employment visa sponsorship and STEM OPT participation are not available.

Nice to have

• Spanish-speaking ability.
• Public speaking, credit risk analysis, investment banking, and customer engagement experience.

Culture & Benefits

• Collaborative branch-based environment with training, administrative support, and financial planning resources.
• Medical, prescription, dental, vision, life, and disability coverage options.
• 401(k) matching, pension, stock purchase plans, and dependent care support.
• Educational assistance, wellness programs, and financial incentives.
• Paid parental leave, holidays, occasional absence days, and 15–25 vacation days depending on career level and service.