Wealth Management Financial Advisor — In-Office Role

PNC; Houston (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health benefits

401(k) match

Job summary

PNC Wealth Management seeks a Financial Advisor based in Houston, TX. You will consult on investment and insurance strategies, develop comprehensive financial plans, and grow a book of business through client relationships and referrals.

You will work in-office within a collaborative branch network, supported by a robust training program and technology. FINRA licenses and Life/Health insurance are required.

Qualifications

• University degree required; 2+ years of relevant professional experience.
• FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.
• Houston, TX location; in-branch role.
• Proven ability to develop and implement investment and insurance strategies.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain an investment and insurance book of business; own client experience.
• Acquire and expand client relationships through business development and networking.

Skills

Client prospecting

Relationship building

Client relationship

Credit risk analysis

Financial analysis

Financial modeling

Public speaking

Investment banking

Sales activities

Customer engagement

Education

Bachelors

Job description

PNC Wealth Management seeks a Financial Advisor based in Houston, TX. You will consult on investment and insurance strategies, develop comprehensive financial plans, and grow a book of business through client relationships and referrals.

You will work in-office within a collaborative branch network, supported by a robust training program and technology. FINRA licenses and Life/Health insurance are required.