Wealth Advisor, Austin – Client Portfolios & Planning

PNC Financial Services Group; Bee Cave (TX); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Paid time off

Job summary

PNC Financial Services Group in Austin, TX is seeking a Financial Advisor within PNC Wealth Management to guide clients on savings, investing and retirement goals, managing a book of business and delivering personalized solutions.

Based in a bank branch, you will work with a collaborative team and provide holistic financial planning while adhering to regulatory standards and internal processes. The position emphasizes client service and growth through referrals.

Qualifications

• University degree required; work experience considered in lieu of degree.
• Strong client relationship and communication skills.
• Ability to develop financial plans and investment strategies.

Responsibilities

• Consults on investment and insurance strategies and develops client financial plans.
• Acquires and expands client relationships through networking and referrals.
• Develops and implements investment and insurance strategies for clients.
• Coaches branch staff to identify investment opportunities and drive referrals.
• Meets service levels and adheres to laws and guidelines.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Management

Education

Bachelors

Job description

PNC Financial Services Group in Austin, TX is seeking a Financial Advisor within PNC Wealth Management to guide clients on savings, investing and retirement goals, managing a book of business and delivering personalized solutions.

Based in a bank branch, you will work with a collaborative team and provide holistic financial planning while adhering to regulatory standards and internal processes. The position emphasizes client service and growth through referrals.