Wealth Advisor: Grow Portfolios & Plans

PNC Financial Services Group, Inc.; Houston (TX); Sur place; USD 90 000 - 130 000; Plein temps

Avantages offerts par ce poste

401(k) with match

Education assistance

Paid time off

Résumé du poste

PNC Financial Services Group, Inc. in Houston, TX, seeks a Financial Advisor within PNC Wealth Management. You will manage an assigned book of business, develop client-focused financial plans, and help clients meet savings, investing, and retirement goals.

You will work in a collaborative branch-based environment, leveraging PNC resources to deliver personalized advice and maintain strong client relationships while ensuring compliance with applicable laws and internal policies.

Qualifications

• Bachelor's degree in a relevant field.
• FINRA licensing (Series 7 and 66) required or equivalent.
• Life and Health Insurance required.

Responsabilités

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and retains an investment and insurance book of business.
• Expands client relationships through networking and exceptional client experience.
• Develops and implements investment and insurance strategies; presents sound recommendations.
• Coaches branch staff and internal partners to identify investment opportunities and drive referrals.

Connaissances

Client Prospecting

Relationship Building

Financial Planning

Investment Strategies

Licensing & Compliance

Formation

Bachelor's degree

Description du poste

PNC Financial Services Group, Inc. in Houston, TX, seeks a Financial Advisor within PNC Wealth Management. You will manage an assigned book of business, develop client-focused financial plans, and help clients meet savings, investing, and retirement goals.

You will work in a collaborative branch-based environment, leveraging PNC resources to deliver personalized advice and maintain strong client relationships while ensuring compliance with applicable laws and internal policies.