Wealth Advisor & Financial Planning Specialist

PNC; New Braunfels (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401(k) with company match

Paid time off and holidays

Job summary

PNC Wealth Management is seeking an experienced Financial Advisor based in San Antonio, TX. You will manage an assigned book of business, consult on investment and insurance strategies, and develop personalized financial plans for clients.

Strong collaboration within a branch network and a commitment to exceptional client experience are essential. Ideal candidates will have a Bachelor’s degree, FINRA Series 7/66 (or 63/65) licenses, Life/Health insurance, and 2+ years in wealth management.

Qualifications

• Bachelor's degree required.
• FINRA Series 7 and 66 (or 63,65) required.
• Life and Health Insurance required.
• Spanish speaking preferred.
• 2+ years of relevant experience in financial advisory or wealth management.

Responsibilities

• Consult on investment and insurance strategies; develop client financial plans and grow the book of business.
• Acquire, expand and maintain client relationships through networking and an exceptional client experience.
• Develop and implement investment/insurance strategies; present recommendations and monitor plans.
• Coach and educate branch staff to identify investment opportunities; drive education and referrals.
• Meet with branch manager and partners to review results; manage pipeline and ensure regulatory compliance.
• Adhere to laws, regulations, policies and guidelines.

Skills

Prospecting

Relationship building

Public speaking

Financial analysis

Financial modeling

Education

Bachelor's degree

Job description

PNC Wealth Management is seeking an experienced Financial Advisor based in San Antonio, TX. You will manage an assigned book of business, consult on investment and insurance strategies, and develop personalized financial plans for clients.

Strong collaboration within a branch network and a commitment to exceptional client experience are essential. Ideal candidates will have a Bachelor’s degree, FINRA Series 7/66 (or 63/65) licenses, Life/Health insurance, and 2+ years in wealth management.