Wealth Advisor: Investment & Insurance Planner

PNC Financial Services Group, Inc.; Texas; On-site; USD 70,000 - 110,000; Full time

Job summary

PNC Financial Services Group, Inc. is seeking a Financial Advisor in Wealth Management, based in Montgomery, TX.

The role focuses on consulting on investment and insurance strategies, developing personalized financial plans, and growing a book of business through client networking and referrals. The position requires a Bachelor's degree, FINRA Series 7 and 66 (or 63/65) licenses, and Life and Health Insurance licenses.

Qualifications

• Bachelor's degree required; relevant experience preferred.
• FINRA Series 7 and 66 (or 63,65) required; Life and Health Insurance license required.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and retains an investment and insurance book of business.
• Owns the client experience, handling sales and service and referring opportunities to partners.
• Develops and implements investment strategies and presents financial recommendations.
• Leads branch team on actions to achieve investment results and maintains client relationships.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Management

Coaching Others

Customer Experience Management

Customer Retention

Effective Communications

Interpersonal Relationships

Managing Multiple Priorities

Prospecting

Sales Tasks and Activities

Selling

Education

Bachelors

Job description

PNC Financial Services Group, Inc. is seeking a Financial Advisor in Wealth Management, based in Montgomery, TX.

The role focuses on consulting on investment and insurance strategies, developing personalized financial plans, and growing a book of business through client networking and referrals. The position requires a Bachelor's degree, FINRA Series 7 and 66 (or 63/65) licenses, and Life and Health Insurance licenses.