In-Office Wealth Advisor — Grow Client Wealth in TX

PNC Financial Services Group, Inc.; Richardson (TX); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid time off

Job summary

PNC Financial Services—Wealth Management is seeking a Financial Advisor based in Richardson, TX. The role involves consulting on investment and insurance strategies, developing personalized financial plans, and managing an assigned book of business within a collaborative branch network.

The position emphasizes client relationship building, educating clients, and delivering holistic financial solutions with strong support from a robust training program and technology infrastructure.

Qualifications

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

Responsibilities

• Consults on investment and insurance strategies, and develops financial plans for clients.
• Grows and retains an investment and insurance book of business; owns client experience and referrals.
• Acquires and expands client relationships through business development and networking.
• Develops and implements investment/insurance strategies and presents sound recommendations.
• Coaches branch staff to identify investment opportunities and drive referrals.

Job description

PNC Financial Services—Wealth Management is seeking a Financial Advisor based in Richardson, TX. The role involves consulting on investment and insurance strategies, developing personalized financial plans, and managing an assigned book of business within a collaborative branch network.

The position emphasizes client relationship building, educating clients, and delivering holistic financial solutions with strong support from a robust training program and technology infrastructure.