Wealth Management Regional Sales Leader

Fairygodboss; McAllen (TX); On-site; USD 90,000 - 180,000; Full time

Benefits offered by this job

Medical/Dental/Vision insurance

Life Insurance

Disability protection

401(k) with company match

Pension and stock purchase plans

Educational assistance

Job summary

PNC Wealth Management is seeking a Regional Sales Manager based in McAllen, TX. You will lead a team of Financial Advisors and support staff, executing sales plans and driving client relationships while managing risk and regulatory compliance.

The role emphasizes coaching, developing talent, and aligning branch strategies with company goals. FINRA licenses are required, with a depth of experience in wealth management and leadership preferred.

Qualifications

• University degree required; advanced degrees desirable.
• Industry experience in wealth management or financial services preferred.
• FINRA licenses (Series 7/24 and 66) required.

Responsibilities

• Lead and direct a team of Financial Advisors and support staff to achieve business results and customer experience goals.
• Coordinate daily activities for client management, coaching to strategies and sales plans.
• Develop and oversee account and sales plans; manage risk and ensure adherence to internal policies.

Skills

Conflict Mgmt

Decision Making

Effective Communications

Managing Priorities

Sales Management

Selling

Education

Bachelor's degree

Job description

PNC Wealth Management is seeking a Regional Sales Manager based in McAllen, TX. You will lead a team of Financial Advisors and support staff, executing sales plans and driving client relationships while managing risk and regulatory compliance.

The role emphasizes coaching, developing talent, and aligning branch strategies with company goals. FINRA licenses are required, with a depth of experience in wealth management and leadership preferred.