Bilingual Financial Advisor — Wealth Management

PNC; Lago Vista (TX); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Education assistance

Job summary

PNC Wealth Management seeks a Financial Advisor based in Austin, TX, to consult on investment and insurance strategies and develop personalized financial plans for clients. You will grow and retain an investment book, owning the client experience and coordinating referrals to internal partners.

Role emphasizes coaching branch staff, delivering sound recommendations, and maintaining strong client relationships while adhering to regulatory guidelines.

Qualifications

• Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience.
• FINRA licenses required (Series 7 and 66) and Life/Health Insurance licensing expected.
• Strong client-facing and advisory capabilities within wealth management.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and maintains an investment and insurance book of business and owns the client experience.
• Applies product knowledge to recommend suitable solutions and coordinates referrals to partners.
• Coaches branch staff to identify investment opportunities and drives referral activity.

Skills

Client Prospecting

Relationship Building

Financial Analysis

Public Speaking

Sales & Service

Education

Bachelor's

FINRA Series 7 & 66

Life & Health Insurance

Job description

PNC Wealth Management seeks a Financial Advisor based in Austin, TX, to consult on investment and insurance strategies and develop personalized financial plans for clients. You will grow and retain an investment book, owning the client experience and coordinating referrals to internal partners.

Role emphasizes coaching branch staff, delivering sound recommendations, and maintaining strong client relationships while adhering to regulatory guidelines.