Dallas Wealth Management Advisor — Dallas: Client-Focused

PNC; Dallas (TX); Sur place; USD 70 000 - 100 000; Plein temps

Avantages offerts par ce poste

Medical/prescription drug coverage

Dental and vision options

401(k) with PNC match

Pension and stock purchase plans

Educational assistance

Résumé du poste

PNC Wealth Management is seeking a Financial Advisor in Dallas, TX to manage an assigned book of business, deliver comprehensive financial plans, and provide investment and insurance strategies. This role emphasizes client experience, collaboration with branch partners, and a strong emphasis on growth and referrals.

A strong licensing background is required. The position includes a robust training program, in-office culture, and opportunities for career advancement within Wealth Management.

Qualifications

• Bachelor's degree in finance, economics or related field.
• 2+ years of relevant professional experience.
• FINRA Series 7 and 66 licenses required; Life & Health Insurance license required.

Responsabilités

• Consults on investment and insurance strategies and develops client financial plans.
• Expands and maintains a book of business through referrals and networking.
• Develops and implements investment and insurance strategies and presents recommendations.

Connaissances

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Formation

Bachelor's degree in Finance/Economics/related field

Outils

FINRA Series 7

FINRA Series 66

Life and Health Insurance license

Description du poste

PNC Wealth Management is seeking a Financial Advisor in Dallas, TX to manage an assigned book of business, deliver comprehensive financial plans, and provide investment and insurance strategies. This role emphasizes client experience, collaboration with branch partners, and a strong emphasis on growth and referrals.

A strong licensing background is required. The position includes a robust training program, in-office culture, and opportunities for career advancement within Wealth Management.