Financial Advisor - PNC Wealth Management

Location: Richardson, Texas, United States; in-office at a bank branch

Company

hirify.global is a banking and wealth management organization providing financial products, advisory services, and client-focused solutions.

What you will do

• Consult with clients on investment, insurance, savings, and retirement strategies.
• Develop, present, implement, and monitor personalized financial plans.
• Grow and retain an investment and insurance book of business through prospecting, networking, referrals, and client relationship management.
• Own the client experience by handling sales and service needs and identifying appropriate internal referrals.
• Coach and educate branch staff on investment opportunities and lead actions supporting investment results.
• Review business results and pipeline activity with branch leaders and internal partners while following applicable laws, regulations, and policies.

Requirements

• Bachelor’s degree preferred; comparable education, certifications, and experience may be considered.
• At least 2 years of relevant professional experience typically required.
• FINRA Series 7 and Series 66, or Series 63 and 65, required.
• Life and Health Insurance license required.
• Knowledge of financial analysis, financial modeling, client prospecting, relationship management, customer engagement, and sales.
• Must work in-office in Richardson, Texas; hirify.global does not provide employment visa sponsorship or participate in STEM OPT for this position.

Culture & Benefits

• Collaborative work across a circuit of branches with administrative, planning, and technology support.
• Comprehensive training and professional development resources.
• Medical, prescription, dental, vision, life, and disability coverage options.
• 401(k) matching, pension, stock purchase plans, health savings account options, and wellness incentives.
• Paid holidays, occasional absence days, parental leave, and 15–25 vacation days depending on career level and service.
• Educational assistance and family-support benefits, including dependent care, adoption, surrogacy, and doula reimbursement.