Premier Client Financial Advisor - PNC Wealth Management

Job overview

The Premier Client Financial Advisor - PNC Wealth Management is an onsite role based in McKinney, TX. Compensation is not specified for this position, which supports the Wealth Management organization by providing personalized financial solutions. This role exists to manage an assigned book of business within a Premier Client Branch. The advisor executes an advice and planning strategy focused on helping clients meet their savings, investing, and retirement goals through a holistic and strategic approach.

What you'll do

• Consult on investment and insurance strategies.
• Develop financial plans for clients.
• Grow and retain an investment and insurance book of business.
• Handle sales and service efficiently.
• Identify sales opportunities and make internal referrals.
• Coach branch staff on investment opportunities.
• Review business results and pipeline management with branch leadership.

What we're looking for

Skills & competencies

full-time

day shift

mckinney tx

pnc

financial advisor

wealth management

investment strategy

financial planning

client retention

onsite

no on-call

no weekends

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical/prescription drug coverage, dental and vision options, 401(k) with match, pension, stock purchase plans, paid time off, and wellness programs.

Why this role

Robust training program, administrative support, and state-of-the-art technology.

About the employer

PNC Financial Services Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.