Elite Wealth Advisor for Premier Clients

PNC; McKinney (TX); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Medical coverage

Dental & Vision coverage

401(k) with company match

Life insurance

Job summary

PNC Wealth Management seeks a Premier Client Financial Advisor based in McKinney, TX. You will manage an assigned book of business, provide investment and insurance guidance, and develop comprehensive financial plans for clients in a collaborative, in-office branch environment.

The role emphasizes client-centric solutions, teamwork, and ongoing training within a robust wealth platform. 2+ years of experience and required FINRA licenses support a successful candidate.

Qualifications

• University degree required or equivalent combination of education and experience.
• 2+ years of relevant professional experience in financial services or wealth management.
• FINRA Series 7 and 66 (or 63,65) required; Life and Health Insurance required.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain an investment and insurance book of business; manage client experience and referrals.
• Develop and implement strategies; present sound recommendations and monitor plans.

Skills

Coaching Others

Customer Experience Management

Customer Retention

Effective Communications

Interpersonal Relationships

Managing Multiple Priorities

Prospecting

Sales Tasks And Activities

Selling

Education

Bachelors

Job description

PNC Wealth Management seeks a Premier Client Financial Advisor based in McKinney, TX. You will manage an assigned book of business, provide investment and insurance guidance, and develop comprehensive financial plans for clients in a collaborative, in-office branch environment.

The role emphasizes client-centric solutions, teamwork, and ongoing training within a robust wealth platform. 2+ years of experience and required FINRA licenses support a successful candidate.