Financial Advisor - Wealth Management - Onsite

Job overview

The Financial Advisor - Wealth Management - Onsite role is based in Garland, TX, and compensation is not specified. This position supports the PNC Wealth Management division, which is dedicated to delivering personalized financial solutions and fostering an inclusive workplace culture. Financial Advisors manage an assigned book of business within a bank branch, executing advice and planning strategies to help clients achieve their savings, investing, and retirement goals. The role involves building client relationships, implementing investment strategies, and collaborating with branch staff to identify opportunities and drive referral activity.

What you'll do

• Consults on investment and insurance strategies
• develops financial plans
• acquires and retains client relationships
• coaches branch staff on investment opportunities
• monitors financial plans
• adheres to regulatory policies.

What we're looking for

Skills & competencies

financial advisor

wealth management

garland tx

contract

day shift

banking

investment planning

client relations

series 7

series 66

no weekends

no on-call

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, vision, 401(k) with match, pension, stock purchase plans, paid time off, parental leave, educational assistance.

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.