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Financial Advisor - PNC Wealth Management

PNC Financial Services Group · Rowlett, TX · PNC Wealth Management

Employment type

Contract

Work setting

On-site

Location

Rowlett, TX

Schedule

Day shift

Posted

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Job overview

The Financial Advisor - PNC Wealth Management role is an onsite position based in Rowlett, TX. Compensation is not specified, and this role supports the wealth management department at PNC Financial Services Group. This role exists to consult on investment and insurance strategies, develop financial plans, and grow an assigned book of business. The advisor is responsible for client relationship management, business development, and coaching branch staff on investment opportunities.

What you'll do

  • Consult on investment and insurance strategies
  • Develop financial plans
  • Grow and retain book of business
  • Acquire and maintain client relationships
  • Coach branch staff.

What we're looking for

Skills & competencies
contract
day shift
rowlett tx
pnc
financial advisor
wealth management
investment
financial planning
client relations
no on-call
Work arrangement
  • Weekend coverage required

Benefits & perks

  • Medical, dental, vision, 401k with match, pension, stock purchase plans, paid time off, wellness program.

Why this role

Wealth management focus, FINRA Series 7 and 66 required, bilingual Spanish preferred.

About the employer

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

Additional details

Industry sector
52
Industry
Portfolio Management and Investment Advice
Occupation code
13-2052.00
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