Financial Advisor

Jobtailor; Richardson (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

PNC is seeking a Financial Advisor in Richardson, TX to consult on investment and insurance strategies, develop comprehensive financial plans, and grow a robust client book. The role requires in-office work, strong sales and relationship skills, and adherence to regulatory guidelines.

You will manage client experience, collaborate with branch staff, and drive referrals while expanding your finance knowledge and keeping up with market trends. Licensing and licenses are required for success.

Qualifications

• Bachelor's degree typically required.
• 2+ years of relevant professional experience.
• FINRA Series 7 and 66 (or 63,65) required.
• Life and Health Insurance required.
• Must be able to work in an in-office setting.
• PNC will not provide sponsorship for employment visas or STEM OPT.

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 by handling sales and service, identifying opportunities, executing opportunities, and making internal referrals.
• Acquire, expand, and maintain client relationships through business development and client networking.
• Grow client loyalty and share of wallet through exceptional client experiences.
• Apply product and procedural knowledge to solve client problems efficiently.
• Develop and implement investment and insurance strategies and determine appropriate products.
• Present financial recommendations and guidance to clients.
• Establish, monitor, and update individual financial plans.
• 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.
• Communicate with internal and external partners to build relationships and drive referrals.
• Meet with branch managers and internal partners to review business results and pipeline management.
• Meet service-level agreements for lead and referral follow-up.
• Adhere to applicable laws, regulations, policies, and guidelines.

Skills

Investment Strategies

Insurance Strategies

Financial Planning

Credit Risk Analysis

Financial Modeling

Coaching

Effective Communication

Interpersonal Relationships

Customer Experience Management

Relationship Management

Education

Bachelor's degree

FINRA Series 7

FINRA Series 66

Life Insurance

Health Insurance

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 by handling sales and service, identifying opportunities, executing opportunities, and making internal referrals
• Acquire, expand, and maintain client relationships through business development and client networking
• Grow client loyalty and share of wallet through exceptional client experiences
• Apply product and procedural knowledge to solve client problems efficiently
• Develop and implement investment and insurance strategies and determine appropriate products
• Present financial recommendations and guidance to clients
• Establish, monitor, and update individual financial plans
• 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
• Communicate with internal and external partners to build relationships and drive referrals
• Meet with branch managers and internal partners to review business results and pipeline management
• Meet service-level agreements for lead and referral follow-up
• Adhere to applicable laws, regulations, policies, and guidelines

Requirements

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

Core Competencies

Demonstrates expertise in developing and implementing investment and insurance strategies while maintaining strong client relationships. Proficient in financial analysis, client prospecting, and delivering exceptional customer experiences.

Highest-signal resume keywords

• FINRA Series 7
• FINRA Series 66
• Life Insurance
• Health Insurance
• Financial Analysis

Hard Skills

• Investment Strategies
• Insurance Strategies
• Financial Planning
• Credit Risk Analysis
• Financial Modeling

Soft Skills

• Coaching
• Effective Communication
• Interpersonal Relationships
• Customer Experience Management
• Relationship Management

Certifications & Qualifications

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

Industry Keywords

• Client Prospecting
• Business Development
• Customer Retention
• Sales Tasks
• Public Speaking