Financial Advisor - Wealth Management - Onsite

Job overview

The Financial Advisor - PNC Wealth Management is an onsite role based in Marble Falls, TX. Compensation is not specified for this position, which supports the Wealth Management department in delivering personalized financial solutions to clients. This role exists to manage an assigned book of business and execute advice and planning strategies focused on savings, investing, and retirement goals. The advisor collaborates with branch partners to acquire and retain client relationships while providing holistic financial guidance.

What you'll do

• Consults on investment and insurance strategies, develops financial plans, acquires and maintains client relationships, coaches branch staff on investment opportunities, and reviews business results with internal partners.

What we're looking for

Skills & competencies

contract

financial advisor

wealth management

marble falls tx

onsite

full-time

banking

investment planning

client relations

sales

no degree required

no visa sponsorship

Work arrangement

• Weekend coverage required

Benefits & perks

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

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.