Financial Advisor - PNC Wealth Management (Financial Planning)

Location: Houston, Texas, United States; in-office role based in a bank branch

Company

hirify.global is a banking and wealth management organization providing financial planning, investment, insurance, and client advisory services.

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.
• Coach and educate branch staff and internal partners to identify investment opportunities and drive referral activity.
• Review business results and pipeline management with branch leaders and maintain service-level agreements for lead and referral follow-up.
• Follow applicable laws, regulations, policies, and risk-management guidelines.

Requirements

• Bachelor’s degree or a comparable combination of education, certifications, and experience.
• At least 2 years of relevant professional experience.
• FINRA Series 7 and Series 66 licenses, or Series 63 and 65.
• Life and Health Insurance license.
• Experience with client prospecting, relationship management, financial analysis, financial modeling, customer engagement, and sales.
• Must work in-office in Houston, Texas; employment visa sponsorship and STEM OPT participation are not provided.

Culture & Benefits

• Collaborative branch environment with administrative support, financial-planning expertise, training, and wealth-management technology.
• Medical, prescription, dental, vision, life, disability, and Health Savings Account options, subject to eligibility.
• 401(k) match, pension, stock purchase plans, dependent-care support, and educational assistance.
• Paid holidays, occasional absence days, parental leave, and 15–25 vacation days depending on career level and years of service.
• Wellness programs with financial incentives and additional family-care benefits.