Wealth Management Financial Advisor | Growth & Planning

PNC Financial Services Group, Inc.; United States; On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Health benefits

401(k) with match

Education assistance

Job summary

PNC Financial Services Group, Inc. is seeking a Financial Advisor within Wealth Management based in Richardson, TX.

The role focuses on providing personalized investment and insurance strategies, managing a book of business, and delivering an exceptional client experience through close collaboration with branch partners and internal teams. The position emphasizes building trust, delivering sound financial recommendations, and maintaining compliance with applicable laws and guidelines.

Qualifications

• University degree required with 2+ years of relevant professional experience.
• FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.
• No visa sponsorship for this position.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and retains an investment and insurance book of business.
• Owns the client experience, handling sales and service and referring opportunities to partners when needed.
• Expands and maintains client relationships through business development and networking.
• Leads branch team to achieve investment results and coaches staff on opportunities.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Coaching Others

Customer Experience Management

Customer Retention

Effective Communications

Interpersonal Relationships

Managing Multiple Priorities

Prospecting

Sales Tasks And Activities

Selling

Education

Bachelor's degree

Job description

PNC Financial Services Group, Inc. is seeking a Financial Advisor within Wealth Management based in Richardson, TX.

The role focuses on providing personalized investment and insurance strategies, managing a book of business, and delivering an exceptional client experience through close collaboration with branch partners and internal teams. The position emphasizes building trust, delivering sound financial recommendations, and maintaining compliance with applicable laws and guidelines.