Financial Advisor - PNC Wealth Management (Finance)

Location: In-office in Irving, Texas (MacArthur area), United States

Requirements

• Bachelor’s degree and typically 2+ years of relevant professional experience, or an equivalent combination of education, certifications, and experience.
• FINRA Series 7 and Series 66, or Series 63 and 65, required.
• Life and Health Insurance license required.
• Experience with client prospecting, relationship management, financial analysis, financial modeling, and sales.
• Strong communication, interpersonal, coaching, customer engagement, and prioritization skills.
• Employment visa sponsorship and STEM OPT participation are not available.

Nice to have

• Spanish-speaking ability is preferred.
• Experience with investment banking and public speaking.

What you will do

• Consult with clients on investment and insurance strategies and develop individualized financial plans.
• Grow and retain an investment and insurance book of business through prospecting, networking, referrals, and relationship management.
• Present financial recommendations, monitor client plans, and recommend changes based on evolving needs and objectives.
• Coach branch staff and internal partners to identify investment opportunities and improve investment education.
• Manage referral follow-up, pipeline activity, business results, and service-level agreements.
• Follow applicable laws, regulations, policies, and risk-management guidelines.

Culture & Benefits

• In-office work environment with an emphasis on collaboration, support, inclusion, and workplace balance.
• Medical, prescription, dental, vision, life, disability, and Health Savings Account benefits may be available to eligible full-time employees.
• 401(k) matching, pension, stock purchase plans, dependent-care support, and family-related reimbursements.
• Educational assistance, wellness programs, paid holidays, occasional absence days, and 15–25 vacation days depending on career level and service.