Wealth Advisor: Holistic Planning & Client Growth

PNC Financial Services Group, Inc.; Austin (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical coverage

Dental & Vision

Life insurance

Disability protection

401(k) with match

Education assistance

Wellness program

Parental leave

Paid holidays

Vacation days

Job summary

PNC Wealth Management is seeking a Financial Advisor based in Austin, TX to build and manage an assigned book of business within a collaborative branch network. You will consult on investment and insurance strategies and develop personalized financial plans for clients.

The role emphasizes client relationship development, prospecting, and delivering holistic financial guidance, with the support of robust training and technology.

Qualifications

• Successful candidates must demonstrate knowledge, skills, and abilities for the role.
• Education, work experience and required licensures are listed as prerequisites.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans.
• Grows and retains an investment and insurance book of business.
• Owns the client experience, handling sales, service and referrals.
• Develops and implements investment and insurance strategies for clients.
• Establishes financial plans based on client needs and objectives.
• Coaches and educates branch staff to identify investment opportunities.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Customer Experience Management

Customer Retention

Effective Communications

Interpersonal Relationships

Managing Multiple Priorities

Prospecting

Sales Tasks And Activities

Selling

Education

Bachelor's degree

Job description

PNC Wealth Management is seeking a Financial Advisor based in Austin, TX to build and manage an assigned book of business within a collaborative branch network. You will consult on investment and insurance strategies and develop personalized financial plans for clients.

The role emphasizes client relationship development, prospecting, and delivering holistic financial guidance, with the support of robust training and technology.