Wealth Advisor: Personal Finance & Planning Expertise

PNC; Northwoods (MO); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid holidays

Parental leave

Job summary

PNC Wealth Management is seeking an experienced Financial Advisor to serve clients within a collaborative branch network. Based in San Antonio, TX, you will develop investment and insurance strategies, manage a client book, and deliver personalized financial planning.

You will drive client referrals and work closely with branch partners to ensure superior service. You will coach and educate branch staff, expanding client relationships and guiding investment opportunities.

Qualifications

• University/college degree required; 2+ years of relevant professional experience.
• In lieu of a degree, a comparable mix of education, certifications and experience may be considered.
• FINRA Series 7 and 66 (or 63,65) required; Life and Health Insurance required.
• Spanish speaking preferred.

Responsibilities

• Consult on investment and insurance strategies and develop client financial plans.
• Grow and retain an investment and insurance book of business.
• Own the client experience, handling sales and service and making referrals to internal partners.
• Coach branch staff to identify investment opportunities and drive referrals.

Skills

Client Prospecting

Client Relationships

Financial Analysis

Public Speaking

Relationship Building

Sales Experience

Communication

Education

Bachelor's degree

Tools

CRM Systems

Job description

PNC Wealth Management is seeking an experienced Financial Advisor to serve clients within a collaborative branch network. Based in San Antonio, TX, you will develop investment and insurance strategies, manage a client book, and deliver personalized financial planning.

You will drive client referrals and work closely with branch partners to ensure superior service. You will coach and educate branch staff, expanding client relationships and guiding investment opportunities.