Financial Advisor – Wealth Management (Bilingual Spanish)
PNC · Aventura
Job description
About the role
PNC is seeking a bilingual (Spanish) Financial Advisor to join its Wealth Management team in Aventura, FL. You will work from a bank branch, collaborating with nearby branches to deliver comprehensive financial planning and investment advice to clients.
Key responsibilities
- Consult clients on investment and insurance strategies and develop personalized financial plans.
- Grow and retain an investment and insurance book of business.
- Own the client experience, handling sales, service, and referrals to internal partners.
- Acquire, expand, and maintain client relationships through business development and networking.
- Present sound financial recommendations and monitor client plans, adjusting as needed.
- Coach branch staff and internal partners to identify investment opportunities and increase investment education.
Required profile
- Fluent in both English and Spanish.
- Authorized to work in the United States (no visa sponsorship provided).
- Strong client‑focused mindset with ability to build and maintain relationships.
Required skills
What we offer
- Robust training program and ongoing professional development.
- Administrative support and state‑of‑the‑art technology.
- Supportive, inclusive in‑office culture that encourages work‑life balance.
Questions fréquentes
Why are you reporting this job?
Explore further
Salaries, guides and searches in the United States.
Apply in 30 seconds
Enter your email to apply. An account will be created automatically.
By continuing, you accept our terms of use.
Already have an account? Login
A question about this job?
Ask it here: you will get the full job summary by e-mail, right away.
3 views · 0 interested
Boost your chances
Upload your CV — we will match you with relevant openings.
Analyzing your CV...
PNC
Aventura