Bilingual Financial Advisor — Wealth Management

PNC; Irving (TX); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Spanish Speaking - Preferred

Benefits package

Job summary

PNC Wealth Management seeks a Financial Advisor based in Macarthur, TX to consult on investment and insurance strategies, develop financial plans, and grow a book of business.

Qualified candidates have a Bachelor's degree, 2+ years of experience, FINRA Series 7 and 66, Life and Health Insurance, and may be bilingual in Spanish.

This in-office role emphasizes client relationships, collaboration with branch staff, and adherence to applicable laws and guidelines.

Qualifications

• 2+ years of relevant professional experience.
• FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.
• Spanish Speaking - Preferred

Responsibilities

• Consults on investment and insurance strategies, develops financial plans for clients, grows and retains an investment and insurance book of business.
• Owns the client experience, handling sales and service, identifies sales opportunities and makes referrals to internal partners as appropriate.
• Expands client relationships through business development and client networking, driving referral activity and loyalty.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Education

Bachelor's degree

Job description

PNC Wealth Management seeks a Financial Advisor based in Macarthur, TX to consult on investment and insurance strategies, develop financial plans, and grow a book of business.

Qualified candidates have a Bachelor's degree, 2+ years of experience, FINRA Series 7 and 66, Life and Health Insurance, and may be bilingual in Spanish.

This in-office role emphasizes client relationships, collaboration with branch staff, and adherence to applicable laws and guidelines.