PNC Financial Services·12 days ago
12 days ago
Financial Advisor - PNC Wealth Management
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What you'll do
- manage an assigned book of business
- develop tailored financial plans
- deliver expert advice on investment and insurance strategies
What they're looking for
- finra series 7 license
- finra series 66 license
- life and health insurance license
- relevant experience
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
We are looking for a Financial Advisor to join PNC Wealth Management in Richardson, TX. In this role, you will manage an assigned book of business, develop tailored financial plans, and deliver expert advice on investment and insurance strategies. Ideal candidates bring relevant experience and strong client relationship skills.
Skills
- finra series 7 license
- finra series 66 license
- life and health insurance license
- financial planning
- investment strategy
- client relationship management
- insurance strategy
- financial analysis
- financial modeling
- client prospecting
- credit risk analysis
- sales management
- coaching
- customer retention
- risk management
- regulatory compliance
- public speaking
- business development
- pipeline management
- customer experience management
- interpersonal relationships
- managing multiple priorities
Company
PNC Financial Services
Richardson, United States of America
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