Wealth Management Financial Advisor (Bilingual)

PNC; Lincoln Heights (OH); In loco; USD 85.000 - 130.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance and vision/dental

401(k) with match

Pension and stock purchase plans

Dependent care reimbursement

Education assistance

Wellness program with financial incent

Paid holidays and vacation

Descrizione del lavoro

PNC Wealth Management is seeking a Financial Advisor to manage an assigned book of business within a San Antonio, TX branch. You will consult on investment and insurance strategies, develop comprehensive financial plans, and grow client relationships while coordinating with internal partners to deliver an exceptional client experience.

In this role, you will coach branch staff, drive education on investments, and pursue referrals.

Competenze

• Requires university degree; 2+ years of relevant professional experience preferred.
• FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.
• Spanish speaking preferred but not required.

Mansioni

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and retains an investment and insurance book of business and manages client relationships.
• Drives referrals and educates branch staff to identify opportunities and improve outcomes.

Conoscenze

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

Formazione

Bachelor's

Descrizione del lavoro

PNC Wealth Management is seeking a Financial Advisor to manage an assigned book of business within a San Antonio, TX branch. You will consult on investment and insurance strategies, develop comprehensive financial plans, and grow client relationships while coordinating with internal partners to deliver an exceptional client experience.

In this role, you will coach branch staff, drive education on investments, and pursue referrals.