Financial Advisor

Jobtailor; Dallas (TX); On-site; USD 75,000 - 125,000; Full time

Job summary

Jobtailor is seeking a licensed financial adviser to consult on investment and insurance strategies and develop comprehensive financial plans for clients in a Dallas area role. You will grow and retain an investment and insurance book of business, owning the client experience and handling sales and service efficiently.

You will identify sales opportunities, refer to internal partners, and expand client relationships through proactive business development and networking, while driving client

Qualifications

• Bachelor's degree required or equivalent experience.
• 2+ years of relevant professional experience.
• FINRA Series 7 and 66 (or Series 7/63-65) required.
• Life and Health Insurance license required.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain an investment and insurance book of business.
• Own the client experience, handling sales and service efficiently.
• Identify sales and execution opportunities and refer to internal partners.
• Acquire, expand, and maintain client relationships through business development.

Skills

FINRA Series 7

FINRA Series 66

Life and Health Insurance License

Client Relationship Building

Investment Strategy Development

Education

Bachelor's degree

2+ years of professional experience

Job description

• Consult on investment and insurance strategies and develop financial plans for clients
• Grow and retain an investment and insurance book of business
• Own the client experience, handling sales and service efficiently
• Identify sales and execution opportunities and make referrals to internal business partners
• Acquire, expand, and maintain client relationships through business development and client networking
• Grow client loyalty and share of wallet through an exceptional client experience
• Apply product and procedural knowledge to solve client problems
• Develop and implement investment and insurance strategies
• Determine suitable products and present financial recommendations and guidance
• Establish individual financial plans based on client needs and objectives
• Monitor financial plans and recommend changes as needed
• Coach and educate branch staff and internal business partners to identify investment opportunities
• Drive investment education and visibility among branch staff
• Lead branch-team actions to achieve investment results in partnership with the branch manager and/or investment sales associate
• Communicate with internal and external partners to build relationships and drive referral activity
• Meet regularly with the branch manager and internal business partners to review business results and pipeline management
• Meet service-level agreements for lead and referral follow-up
• Work within a collaborative circuit of bank branches and manage an assigned book of business

Requirements

• University/college degree typically required, or a comparable combination of education, job-specific certification(s), and experience may be considered in lieu of a degree
• 2+ years of relevant professional experience
• Bachelor's degree listed under Education
• FINRA Series 7 and 66, or Series 7 and Series 63/65, required
• Life and Health Insurance license required
• Knowledge of client prospecting, client relationship building, credit risk analysis, customer engagement, financial analysis, financial modeling, investment banking, public speaking, and relationship management
• Competence in coaching others, customer experience management, customer retention, effective communications, interpersonal relationships, managing multiple priorities, prospecting, sales tasks and activities, and selling
• Must adhere to applicable laws, regulations, policies, and guidelines
• PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position

Core Competencies

Demonstrates expertise in developing and implementing financial plans, investment strategies, and insurance solutions tailored to client needs. Proven ability to build and maintain client relationships while driving sales and enhancing customer experience.

Highest-signal resume keywords

• FINRA Series 7
• FINRA Series 66
• Life and Health Insurance License
• Client Relationship Building
• Investment Strategy Development

Hard Skills

• Financial Analysis
• Financial Modeling
• Investment Banking
• Credit Risk Analysis
• Client Prospecting

Soft Skills

• Effective Communication
• Coaching
• Customer Experience Management
• Interpersonal Relationships
• Managing Multiple Priorities

Certifications & Qualifications

• FINRA Series 7
• FINRA Series 66
• Life and Health Insurance License

Industry Keywords

• Investment Strategies
• Insurance Solutions
• Client Networking
• Sales Tasks
• Customer Retention