Wealth Advisor

Jobtailor; Dallas (TX); On-site; USD 100,000 - 140,000; Full time

Job summary

Jobtailor in the United States (Dallas area) is seeking an experienced financial services professional to consult on investment and insurance strategies and develop comprehensive financial plans for clients.

You will grow and retain a book of business, own the client experience, and drive referrals through strategic relationship building and exemplary service. The role requires FINRA licenses and a Life and Health Insurance license, with a focus on compliant, client-focused financial planning.

Qualifications

• University/college degree typically required for roles at this level.
• 3+ years of relevant/direct industry experience.
• Comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree.
• FINRA Series 7 and 66, or Series 7 and Series 63/65, required.
• Life and Health Insurance license required.
• Knowledge of client prospecting, relationship building, credit risk analysis, customer engagement, financial analysis, financial modeling, investment banking, and public speaking.
• Competence in coaching others, customer experience management, customer retention, effective communications, interpersonal relationships, managing multiple priorities, prospecting, sales tasks and activities, and selling.
• Must satisfy applicable FDIA Section 19, SAFE Act, and/or FINRA requirements regarding criminal history.
• PNC will not provide employment visa sponsorship or participate in STEM OPT for this position

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, and making referrals
• 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 appropriately and efficiently
• Develop and implement investment and insurance strategies
• Determine the best products to support client strategies
• Present financial recommendations and guidance
• Establish, monitor, and update individual financial plans based on client needs and objectives
• Coach and educate internal business partners to identify investment opportunities
• Drive investment education and visibility among internal business partners
• Communicate with internal and external partners to build relationships and drive referral activity
• Meet with internal business partners to communicate and review business results and pipeline management
• Meet service level agreements on lead and referral follow-up
• Adhere to applicable laws, regulations, policies, and guidelines
• Assess and manage risks associated with business objectives and activities in accordance with PNC's Enterprise Risk Management Framework

Skills

Client Relationship Management

Financial Analysis

Investment Strategy Development

Financial Planning

Credit Risk Analysis

Public Speaking

Education

Bachelor's degree

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, and making referrals
• 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 appropriately and efficiently
• Develop and implement investment and insurance strategies
• Determine the best products to support client strategies
• Present financial recommendations and guidance
• Establish, monitor, and update individual financial plans based on client needs and objectives
• Coach and educate internal business partners to identify investment opportunities
• Drive investment education and visibility among internal business partners
• Communicate with internal and external partners to build relationships and drive referral activity
• Meet with internal business partners to communicate and review business results and pipeline management
• Meet service level agreements on lead and referral follow-up
• Adhere to applicable laws, regulations, policies, and guidelines
• Assess and manage risks associated with business objectives and activities in accordance with PNC's Enterprise Risk Management Framework

Requirements

• University/college degree typically required for roles at this level
• 3+ years of relevant/direct industry experience
• Comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree
• FINRA Series 7 and 66, or Series 7 and Series 63/65, required
• Life and Health Insurance license required
• Knowledge of client prospecting, relationship building, credit risk analysis, customer engagement, financial analysis, financial modeling, investment banking, and public speaking
• Competence in coaching others, customer experience management, customer retention, effective communications, interpersonal relationships, managing multiple priorities, prospecting, sales tasks and activities, and selling
• Must satisfy applicable FDIA Section 19, SAFE Act, and/or FINRA requirements regarding criminal history
• PNC will not provide employment visa sponsorship 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, risk management, and compliance with regulatory requirements.

Highest-signal resume keywords

• FINRA Series 7
• FINRA Series 66
• Life and Health Insurance License
• Client Relationship Management
• Financial Analysis

ATS Optimization Keywords

Hard Skills

• Investment Strategy Development
• Financial Planning
• Credit Risk Analysis
• Financial Modeling
• Customer Engagement

Soft Skills

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

Certifications & Qualifications

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

Industry Keywords

• Investment Banking
• Client Prospecting
• Business Development
• Sales Management
• Risk Management