Wealth Management Financial Advisor - Client Growth & Planning

Fairygodboss; Garland (TX); On-site; USD 70,000 - 125,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) with match

Pension plan

Stock purchase plan

Educational assistance

Wellness program

Paid time off

Job summary

PNC Wealth Management seeks a Financial Advisor based in Richardson, TX to develop personalized financial plans, grow a client book, and provide ongoing advice on investments and insurance. The role emphasizes teamwork within a branch network and a strong client experience.

You will collaborate with branch staff, comply with regulations, and participate in a comprehensive training program while supporting clients’ retirement goals and financial objectives.

Qualifications

• University degree with 2+ years of relevant professional experience.
• FINRA Series 7 and 66 are required; Life and Health Insurance required.
• Strong client prospecting and relationship-building skills.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and maintains a book of business, handling sales and service and referrals.
• Acquires and expands client relationships through networking and excellent client experience.
• Develops and implements investment and insurance strategies and presents recommendations.
• Coaches branch staff to identify investment opportunities and drive referrals.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Education

Bachelor's

Job description

PNC Wealth Management seeks a Financial Advisor based in Richardson, TX to develop personalized financial plans, grow a client book, and provide ongoing advice on investments and insurance. The role emphasizes teamwork within a branch network and a strong client experience.

You will collaborate with branch staff, comply with regulations, and participate in a comprehensive training program while supporting clients’ retirement goals and financial objectives.