Strategic Wealth Advisor: Grow Clients & Plans

PNC; Flower Mound (TX); On-site; USD 95,000 - 150,000; Full time

Benefits offered by this job

Medical/dental/vision

401(k) with company match

Paid time off

Education assistance

Job summary

PNC Wealth Management seeks a Financial Advisor to manage an assigned book of business and collaborate with branch teams in Dallas, TX. You will consult on investment and insurance strategies and develop personalized financial plans for clients.

You will expand client relationships through networking, referrals, and superior service, while coaching staff to drive investment opportunities and meet performance goals. This is an in-office role with comprehensive benefits.

Qualifications

• Bachelor's degree required; 2+ years of relevant experience preferred.
• FINRA Series 7 & 66,Life/Health licenses required.
• Strong communication, relationship-building and financial planning skills.

Responsibilities

• Consult on investment and insurance strategies; grow and retain book of business.
• Develop client relationships through networking and referrals.
• Develop and implement investment strategies and financial plans for clients.
• Coach branch staff to identify investment opportunities and drive referrals.
• Meet with leadership to review results and pipeline; adhere to regulations.

Skills

Client Prospecting

Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Management

Education

Bachelor's

FINRA Series 7

FINRA Series 66 (63/65)

Life & Health Insurance License

Job description

PNC Wealth Management seeks a Financial Advisor to manage an assigned book of business and collaborate with branch teams in Dallas, TX. You will consult on investment and insurance strategies and develop personalized financial plans for clients.

You will expand client relationships through networking, referrals, and superior service, while coaching staff to drive investment opportunities and meet performance goals. This is an in-office role with comprehensive benefits.