Wealth Advisor: Tailored Financial Solutions

PNC Financial Services Group, Inc.; Woodway (TX); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health benefits

401(k) with match

Paid holidays

Educational assistance

Wellness programs

Disability protection

Parental leave

Job summary

PNC Financial Services Group, Inc. in Houston, TX seeks a Financial Solutions Advisor within Wealth Management to consult on investment and insurance strategies and develop comprehensive financial plans for clients.

You will own the client experience, manage sales and service, and expand client relationships through branch development and referrals while coaching staff and ensuring regulatory compliance.

Qualifications

• University or college degree with <1 year of professional experience or completion of a formal development program.
• Associates degree acceptable; no mandatory certification.
• FINRA Series 7 and 66 (or 63,65) required; Life and Health Insurance license required.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain investment and insurance book of business and own client experience.
• Identify sales opportunities and refer to internal partners as appropriate.
• Acquire, expand and maintain client relationships through branch development and outbound calling.
• Coach and educate branch staff to identify investment opportunities and drive referrals.
• Ensure compliance with applicable laws, regulations, policies and guidelines.

Skills

Coaching Others

Customer Experience Management

Customer Retention

Effective Communications

Interpersonal Relationships

Managing Multiple Priorities

Prospecting

Sales Tasks And Activities

Selling

Education

Associates Degree

FINRA Series 7 & 66

Life & Health Insurance License

Job description

PNC Financial Services Group, Inc. in Houston, TX seeks a Financial Solutions Advisor within Wealth Management to consult on investment and insurance strategies and develop comprehensive financial plans for clients.

You will own the client experience, manage sales and service, and expand client relationships through branch development and referrals while coaching staff and ensuring regulatory compliance.