Wealth Advisor: Build Plans, Grow Client Portfolios

PNC; San Antonio (TX); On-site; USD 55,000 - 95,000; Full time

Job summary

PNC Wealth Management is seeking a Financial Advisor based in San Antonio, TX to manage an assigned client book and provide comprehensive investment and insurance guidance. You will develop personalized financial plans and actively grow client relationships through effective sales and servicing, referrals, and teamwork with branch partners.

The role emphasizes coaching staff, driving investment education, and maintaining strong compliance with regulations while delivering an exceptional client

Qualifications

• University/college degree required; 2+ years of relevant professional experience.
• FINRA Series 7 and 66 (or 63,65) licenses required; Life and Health Insurance licenses required.
• Spanish language skills preferred.

Responsibilities

• Consults on investment and insurance strategies, and the development of financial plans for clients.
• Grows and retains an investment and insurance book of business; owns the client experience, handles sales and service, identifies opportunities and referrals to internal partners as appropriate.
• Develops and implements investment and insurance strategies; determines the best products; presents sound financial recommendations and guidance; establishes financial plans and monitors them.
• Coaches and educates branch staff and internal partners to identify investment opportunities; drives investment education and visibility; collaborates with branch manager and investment sales to achieve results; maintains timely communication.
• Regularly meets with branch manager and other internal partners to communicate and review business results and pipeline management; 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 Wealth Management is seeking a Financial Advisor based in San Antonio, TX to manage an assigned client book and provide comprehensive investment and insurance guidance. You will develop personalized financial plans and actively grow client relationships through effective sales and servicing, referrals, and teamwork with branch partners.

The role emphasizes coaching staff, driving investment education, and maintaining strong compliance with regulations while delivering an exceptional client