Financial Advisor - PNC Wealth Management (Wealth Management)

Location: In-office in Montgomery, Texas; other listed location: Conroe, Texas

Company

hirify.global provides banking and wealth management services, supporting clients through financial planning, investment, and insurance 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, and referrals.
• Own the client experience by handling sales and service needs and resolving client problems.
• Coach branch staff and internal partners to identify investment opportunities and improve referral activity.
• Review business results and pipeline activity while following applicable laws, regulations, policies, and guidelines.

Requirements

• Bachelor’s degree preferred; comparable education, certifications, and experience may be considered.
• 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.
• Experience with financial analysis, financial modeling, client relationship building, prospecting, and customer engagement.
• Employment visa sponsorship and STEM OPT participation are not provided.

Culture & Benefits

• Collaborative branch-based environment with administrative support, training, and financial planning technology.
• Medical, prescription, dental, and vision coverage options, including a Health Savings Account feature.
• 401(k) matching, pension, stock purchase plans, disability protection, and life insurance options.
• Paid holidays, parental leave, occasional absence days, and 15–25 vacation days depending on career level and tenure.
• Educational assistance, wellness programs, dependent care support, and adoption, surrogacy, and doula reimbursement.