Wealth Advisor Austin TX – Client Growth & Planning

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

Benefits offered by this job

medical/prescription drug coverage

dental and vision options

401(k) with PNC match

paid time off and holidays

Job summary

PNC Wealth Management in Austin, TX is seeking a Financial Advisor to serve an assigned book of business within a collaborative branch network.

You will consult on investment and insurance strategies, develop personalized financial plans, and work with internal partners to deliver exceptional client service and referrals.

Bi-lingual Spanish preferred; the role requires FINRA licenses and a strong client focus to meet goals and regulatory standards.

Qualifications

• Bachelor's degree or equivalent in finance or business.
• FINRA licenses (Series 7/66) or similar certifications.
• 2+ years in financial advisory or related client-facing role.
• Bi-lingual Spanish preferred.

Responsibilities

• Consults on investment and insurance strategies and develops client financial plans.
• Acquires and expands a book of business through client networking.
• Maintains client relationships and coordinates with internal partners.
• Ensures compliance with applicable laws and internal policies.

Skills

Prospecting

Client relationships

Credit risk analysis

Customer engagement

Financial analysis

Financial modeling

Public speaking

Relationship building

Relationship management

Education

Bachelor's degree

Job description

PNC Wealth Management in Austin, TX is seeking a Financial Advisor to serve an assigned book of business within a collaborative branch network.

You will consult on investment and insurance strategies, develop personalized financial plans, and work with internal partners to deliver exceptional client service and referrals.

Bi-lingual Spanish preferred; the role requires FINRA licenses and a strong client focus to meet goals and regulatory standards.