Strategic Wealth Solutions Advisor

PNC; Bellaire (TX); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Dental and vision coverage

401(k) with match

Education assistance

Wellness program

Job summary

PNC Wealth Management seeks a Financial Solutions Advisor based in Houston, TX, to consult on investment and insurance strategies, develop financial plans, and manage a growing client book. The role emphasizes exceptional client experience and coordinating with internal partners to maximize referrals.

The position requires FINRA Series 7/66 and Life & Health licenses, with an emphasis on building client relationships and meeting regulatory guidelines. In-office role with comprehensive benefits.

Qualifications

• Experience in financial services or client advisory roles is preferred.
• FINRA Series 7 and 66 (or 63,65) required; Life and Health Insurance required.
• Experience building and managing a client book is beneficial.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain an investment and insurance book of business and manage client experience.
• Acquire and expand client relationships via branch development and outreach.
• Coach branch staff to identify investment opportunities and drive referrals.
• Meet with leadership to review results and uphold service standards.

Skills

Coaching Others

Customer Experience Management

Customer Retention

Effective Communications

Interpersonal Relationships

Managing Multiple Priorities

Prospecting

Sales Tasks And Activities

Selling

Education

Associates

Job description

PNC Wealth Management seeks a Financial Solutions Advisor based in Houston, TX, to consult on investment and insurance strategies, develop financial plans, and manage a growing client book. The role emphasizes exceptional client experience and coordinating with internal partners to maximize referrals.

The position requires FINRA Series 7/66 and Life & Health licenses, with an emphasis on building client relationships and meeting regulatory guidelines. In-office role with comprehensive benefits.