Wealth Management Advisor

PNC; Austin (TX); Sur place; USD 85 000 - 125 000; Plein temps

Avantages offerts par ce poste

Health insurance

401(k) with PNC match

Paid holidays

Education assistance

Résumé du poste

PNC Wealth Management in Austin, TX is seeking a Financial Advisor to manage an assigned book of clients, deliver integrated investment and insurance planning, and implement personalized financial strategies.

You will build relationships through client development, partner with branch staff, and provide proactive guidance while upholding compliance and delivering exceptional service.

This role emphasizes collaboration, ongoing education, and growth within a supportive, in-office culture.

Qualifications

• University/college degree required with 2+ years of relevant professional experience.
• FINRA Series 7 and 66 (or 63,65) required; Life and Health Insurance licenses required.
• No Certifications beyond FINRA and Life/Health licenses required.

Responsabilités

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain an investment and insurance book of business.
• Own the client experience, handling sales and service and referrals to internal partners.
• Develops and implements investment and insurance strategies based on client needs.
• Coaches branch staff to identify investment opportunities and drive referrals.
• Meet with branch manager and partners to review results and pipeline.

Connaissances

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Coaching Others

Customer Experience Management

Customer Retention

Effective Communications

Interpersonal Relationships

Managing Multiple Priorities

Prospecting

Sales Tasks And Activities

Selling

Formation

Bachelors

Description du poste

PNC Wealth Management in Austin, TX is seeking a Financial Advisor to manage an assigned book of clients, deliver integrated investment and insurance planning, and implement personalized financial strategies.

You will build relationships through client development, partner with branch staff, and provide proactive guidance while upholding compliance and delivering exceptional service.

This role emphasizes collaboration, ongoing education, and growth within a supportive, in-office culture.