Wealth Advisor: Client-Focused Investment Guidance

Fairygodboss; Dallas (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical coverage

401(k) matching

Paid time off

Education assistance

Job summary

PNC Wealth Management in Dallas, TX seeks a Financial Advisor to deliver comprehensive investment and planning services to clients. You will manage a book of business, develop personalized strategies, and collaborate with branch teammates to meet client goals.

The role requires 2+ years of experience, a university degree, FINRA Series 7/66 and Life/Health licenses, and strong relationship-building and communication skills. PNC offers robust training and a supportive, in-office culture.

Qualifications

• University degree required with 2+ years of relevant professional experience.
• FINRA Series 7 and 66 required; Life and Health Insurance licenses required.
• Strong client prospecting and relationship-building skills.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain an investment book of business through client networking.
• Collaborate with internal partners to present financial recommendations.
• Educate branch staff and drive referral activity.
• Adhere to applicable laws, regulations and internal guidelines.

Skills

Client prospecting

Client relationship

Credit risk analysis

Customer engagement

Financial analysis

Financial modeling

Investment banking

Public speaking

Relationship building

Relationship management

Education

Bachelors

Job description

PNC Wealth Management in Dallas, TX seeks a Financial Advisor to deliver comprehensive investment and planning services to clients. You will manage a book of business, develop personalized strategies, and collaborate with branch teammates to meet client goals.

The role requires 2+ years of experience, a university degree, FINRA Series 7/66 and Life/Health licenses, and strong relationship-building and communication skills. PNC offers robust training and a supportive, in-office culture.