Financial Advisor - PNCWM (F)

Location: On-site in San Diego, California (92126), based in a bank branch

Base salary: $63,000–$105,000 per year, plus incentive compensation based on company, business, and/or individual performance.

Company

hirify.global provides banking and wealth management services, helping clients pursue savings, investment, and retirement goals through personalized financial solutions.

What you will do

• Consult with clients on investment and insurance strategies and develop personalized financial plans.
• Grow and retain an investment and insurance book of business through prospecting, networking, referrals, and relationship management.
• Present financial recommendations, monitor client plans, and adjust strategies as client needs change.
• Coach and educate branch staff and internal partners to identify investment opportunities and increase referral activity.
• Review business results and pipeline activity with branch managers and partners while meeting lead and referral follow-up standards.
• Manage client sales and service needs in accordance with applicable laws, regulations, policies, and guidelines.

Requirements

• Bachelor’s degree and 2+ years of relevant professional experience, or an equivalent combination of education, certifications, and experience.
• FINRA Series 7 and Series 66, or Series 63 and 65, are required.
• Life and Health Insurance license is required.
• Knowledge of client prospecting, relationship building, financial analysis, financial modeling, investment banking, public speaking, and credit risk analysis.
• Ability to coach others, manage customer experiences and retention, communicate effectively, sell, and manage multiple priorities.
• hirify.global does not provide employment visa sponsorship or participate in STEM OPT for this position.

Nice to have

• Spanish-speaking ability.

Culture & Benefits

• In-office work environment with a collaborative branch network and administrative support.
• Training program, financial planning guidance, and technology designed to support advisor development.
• Medical, prescription, dental, vision, life, and disability coverage options.
• 401(k) matching, pension, stock purchase plans, dependent care support, and educational assistance.
• Paid holidays, occasional absence days, vacation time, parental leave, and wellness programs.