Wealth Advisor: Lead Client Wealth & Planning

PNC Financial Services Group, Inc.; San Antonio (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

PNC Financial Services Group, Inc. in San Antonio, TX, is seeking a Wealth Advisor to consult on investment and insurance strategies and develop personalized financial plans for clients.

You will grow a book of business, own the client experience, and coordinate with internal partners to identify opportunities and deliver sound financial recommendations aligned with client objectives. The role requires FINRA Series 7 and 66 licenses and life/health insurance credentials.

Qualifications

• University degree required with 3+ years in wealth advisory or related field.
• FINRA licenses and insurance credentials are required or preferred.
• Experience developing financial plans and presenting recommendations to clients.

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 and coordinates referrals to internal partners.
• Develops and implements investment strategies aligned with client objectives.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Coaching Others

Customer Experience Management

Customer Retention

Effective Communications

Interpersonal Relationships

Managing Multiple Priorities

Prospecting

Sales Tasks And Activities

Education

Bachelor's Degree

Job description

PNC Financial Services Group, Inc. in San Antonio, TX, is seeking a Wealth Advisor to consult on investment and insurance strategies and develop personalized financial plans for clients.

You will grow a book of business, own the client experience, and coordinate with internal partners to identify opportunities and deliver sound financial recommendations aligned with client objectives. The role requires FINRA Series 7 and 66 licenses and life/health insurance credentials.