Bilingual Wealth Advisor | Planning & Investments

PNC Financial Services Group, Inc.; Rowlett (TX); In loco; USD 65.000 - 95.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical coverage

Dental & Vision

Life Insurance

Disability

401(k) with PNC match

Educational assistance

Wellness program

Descrizione del lavoro

PNC Financial Services Group, Inc. is seeking a Financial Advisor within Wealth Management in Rowlett, TX.

The role focuses on providing comprehensive investment and financial planning guidance, managing a dedicated client book, and coordinating with branch staff to ensure a seamless client experience. The position emphasizes building strong client relationships, adherence to regulatory requirements, and a pathway to professional growth through a structured training program within an in-office

Competenze

• Bachelor's degree required.
• FINRA Series 7 and 66 licenses (or 63,65) required; Life and Health Insurance required.

Mansioni

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and retains an investment and insurance book of business.
• Owns the client experience, handling sales, service, referrals to internal partners.

Conoscenze

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Public Speaking

Relationship Building

Interpersonal Skills

Managing Multiple Priorities

Sales Tasks

Selling

Formazione

Bachelors degree

Descrizione del lavoro

PNC Financial Services Group, Inc. is seeking a Financial Advisor within Wealth Management in Rowlett, TX.

The role focuses on providing comprehensive investment and financial planning guidance, managing a dedicated client book, and coordinating with branch staff to ensure a seamless client experience. The position emphasizes building strong client relationships, adherence to regulatory requirements, and a pathway to professional growth through a structured training program within an in-office