Wealth Management Advisor — Client Planning & Growth

PNC; Richardson (TX); On-site; USD 85,000 - 130,000; Full time

Benefits offered by this job

Medical & Dental

401(k) with company match

Paid time off

Job summary

PNC Wealth Management is seeking a Financial Advisor based in Richardson, TX. You will manage an assigned book of business, deliver holistic financial planning, and collaborate with branch partners to drive referrals and client outcomes.

The role includes consulting on investment and insurance strategies, building client relationships, and coaching branch staff on investment opportunities while meeting regulatory requirements.

Qualifications

• Bachelor's degree required.
• FINRA Series 7 and 66 (or 63,65) licenses required.
• Life and Health Insurance required.
• No specific certifications required.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and retains an investment and insurance book of business; manages client experience.
• Develops and implements investment strategies and presents sound financial recommendations.

Skills

Client prospecting

Client relationship building

Credit risk analysis

Customer engagement

Financial analysis

Financial modelling

Investment banking

Public speaking

Relationship building

Relationship management

Education

Bachelors

Job description

PNC Wealth Management is seeking a Financial Advisor based in Richardson, TX. You will manage an assigned book of business, deliver holistic financial planning, and collaborate with branch partners to drive referrals and client outcomes.

The role includes consulting on investment and insurance strategies, building client relationships, and coaching branch staff on investment opportunities while meeting regulatory requirements.