Wealth Advisr - PNC Wealth Management

Quantitative Marketing(1 month ago)

Dallas, TXOnsiteFull TimeMedior$85,819 - $115,311 (estimated)Wealth Management

About this role

A Wealth Advisor within PNC Wealth Management based in Dallas, TX who delivers tailored financial planning and investment advice to help clients achieve savings, investment, and retirement goals. The role partners with Wealth Strategists and support teams, leveraging PNC’s product suite, technology, and administrative resources to build and grow client relationships. It emphasizes delivering an exceptional client experience and aligning financial strategies with clients’ objectives.

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Required Skills

Client Prospecting
Relationship Building
Credit Risk Analysis
Customer Engagement
Financial Analysis
Financial Modeling
Investment Banking
Public Speaking
Coaching Others
Customer Retention

+4 more

Qualifications

Bachelors
FINRA Series 7
FINRA Series 66 or Series 63/65
Life and Health Insurance License

About Quantitative Marketing

pnc.com

PNC Bank (PNC Financial Services Group), headquartered in Pittsburgh, PA, is a U.S. financial services company offering a broad suite of personal banking products including checking and savings accounts, credit cards, mortgages, home‑equity and auto loans, CDs and retirement accounts. It provides digital and mobile banking tools, online bill pay, card controls and a large branch and ATM network for everyday banking. PNC also offers wealth management, investment and retirement planning, plus small‑business banking and lending, positioning itself as a full‑service provider for individuals and businesses.

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