Wealth Planning & Investment Specialist

Fairygodboss; Houston (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical/Dental/Vision coverage

401(k) with company match

Paid time off and holidays

Job summary

PNC Wealth Management seeks a Financial Solutions Advisor in Houston, TX. You will consult on investment and insurance strategies, develop financial plans, and own the client experience while expanding relationships and referrals.

You will coach branch staff, drive investment opportunities, and collaborate with internal partners to achieve results. This role emphasizes compliance, client focus, and teamwork in a local office setting.

Qualifications

• Roles at this level typically require a university / college degree with < 1 year of professional experience.
• In lieu of a degree, a comparable combination of education, certifications, and experience may be considered.
• No specific certifications are mandated for this level.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Acquires and expands client relationships through branch development and outbound calling.
• Develops and implements investment and insurance strategies and presents recommendations.
• Coaches branch staff to identify investment opportunities and drive referrals.
• Meets with management and partners to review results and ensure compliance with policies.

Skills

Coaching Others

Customer Experience Management

Customer Retention

Effective Communications

Interpersonal Relationships

Managing Multiple Priorities

Prospecting

Sales Tasks And Activities

Selling

Education

Associates

Job description

PNC Wealth Management seeks a Financial Solutions Advisor in Houston, TX. You will consult on investment and insurance strategies, develop financial plans, and own the client experience while expanding relationships and referrals.

You will coach branch staff, drive investment opportunities, and collaborate with internal partners to achieve results. This role emphasizes compliance, client focus, and teamwork in a local office setting.