Wealth Advisor — Build Investment Plans & Client Relationships

PNC; Rowlett (TX); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Robust training program

State-of-the-art technology

Job summary

PNC Wealth Management seeks a Financial Advisor based in Rowlett, TX to consult on investment and insurance strategies and develop personalized financial plans for clients. You will grow a book of business, own the client experience, and coordinate with internal partners to maximize referrals.

You'll join a team that provides robust training, administrative support, and modern technology to elevate your career. In-office role with strong emphasis on relationship-building and compliance.

Qualifications

• Roles at this level typically require a university degree with 2+ years of professional experience.
• In lieu of a degree, a comparable combination of education, certification and experience may be considered.
• FINRA Series 7 and 66 (or 63,65) licenses and Life/Health Insurance are required.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and retains an investment and insurance book of business; owns the client experience.
• Manages sales and service, identifies opportunities and refers to internal partners as appropriate.
• Develops and maintains client relationships through business development and networking.
• Executes investment opportunities and educates branch staff to identify further opportunities.
• Regularly reviews business results, pipeline, and adheres to laws and policies.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Management

Education

Bachelor's

Job description

PNC Wealth Management seeks a Financial Advisor based in Rowlett, TX to consult on investment and insurance strategies and develop personalized financial plans for clients. You will grow a book of business, own the client experience, and coordinate with internal partners to maximize referrals.

You'll join a team that provides robust training, administrative support, and modern technology to elevate your career. In-office role with strong emphasis on relationship-building and compliance.