Wealth Advisor: Branch-Based Financial Planning

PNC Financial Services Group; San Antonio (TX); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Medical/Dental/Vision coverage

401(k) with company match

Life and disability insurance

Educational assistance

Job summary

PNC Financial Services Group seeks a Financial Advisor in Wealth Management based in San Antonio, TX. You will manage an assigned client book, provide investment and insurance planning, and partner with branch staff to deliver personalized solutions and a superior client experience.

The role emphasizes relationship building, compliance with regulations, and collaboration within a network of branches to grow the client base and assets under management.

Qualifications

• University degree required.
• FINRA licensing and insurance requirements noted in job postings.
• Spanish language ability preferred but not required.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and maintains an investment and insurance book of business and owns the client experience.
• Develops and implements investment and insurance strategies; presents sound recommendations.
• Coaches and educates branch staff to identify opportunities and drive referrals.
• Meets with branch leadership to review results and manage pipeline; 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 Building

Relationship Management

Education

Bachelors

Job description

PNC Financial Services Group seeks a Financial Advisor in Wealth Management based in San Antonio, TX. You will manage an assigned client book, provide investment and insurance planning, and partner with branch staff to deliver personalized solutions and a superior client experience.

The role emphasizes relationship building, compliance with regulations, and collaboration within a network of branches to grow the client base and assets under management.