Wealth Management Financial Solutions Advisor

PNC Financial Services Group, Inc.

Bellaire (TX)

On-site

USD 60,000 - 80,000

Full time

14 days+

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Benefits offered by this job

Medical/prescription drug coverage

Dental and vision options

Life insurance

Job summary

PNC Wealth Management is seeking a Financial Solutions Advisor to consult on investment and insurance strategies, develop financial plans, and grow client relationships in the Houston area. The role emphasizes owning the client experience, outbound prospecting, and collaboration with internal partners to drive referrals and results.

Candidates should have a university degree with minimal experience, FINRA 7/66 and Life/Health licenses, and are expected to contribute to a high-performing,

Qualifications

University/college degree with <1 year of professional experience.
FINRA Series 7 and 66 required (or 63,65).
Life and Health Insurance required.

Responsibilities

Consult on investment and insurance strategies and develop financial plans for clients.
Grow and retain investment and insurance book of business; own client experience.
Acquire, expand and maintain client relationships via branch activity and outbound calls.
Develop and implement investment strategies and present sound financial recommendations.
Coach branch staff to identify investment opportunities and drive referrals.

Skills

Investment knowledge

Insurance knowledge

Sales experience

Client relationship management

Financial planning

Education

Associates degree

FINRA Series 7 and 66

Life and Health Insurance license

Job description

Candidates should have a university degree with minimal experience, FINRA 7/66 and Life/Health licenses, and are expected to contribute to a high-performing,

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