Finance Jobs in Montgomery, TX

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Financial Advisor - PNC Wealth Management

PNC Financial Services Group Montgomery, TX

Montgomery, TX

Today

Full time Advisor Asset & Wealth Management Associate Financial Advisor

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Job Description

PNC Wealth Management is hiring a Financial Advisor to support clients through investment and insurance guidance while operating from a bank branch environment in Montgomery, TX. In this role, you will consult on financial planning, manage and grow an assigned client book, and collaborate with branch leaders and internal partners to drive results through strong client experiences.

Role & location

Location: Montgomery, TX (onsite)
Work model: In-office role within a bank branch
Business setup: Works within a collaborative circuit of branches and manages an assigned book of business

What you will do

Consult on investment and insurance strategies and support the development of client financial plans
Develop and implement investment and insurance strategies, including determining appropriate products to support those strategies
Present recommendations and guidance based on client financial needs and objectives
Establish and monitor individual financial plans, recommending changes as needed
Grow and retain an investment and insurance book of business
Own the client experience by efficiently handling sales and service, identifying opportunities, and making referrals to internal business partners as appropriate
Acquire, expand, and maintain client relationships through business development and client networking
Increase client loyalty and share of wallet through an exceptional client experience
Apply product and procedural knowledge to solve client problems appropriately and efficiently
Coach and educate branch staff and internal business partners to identify investment opportunities
Drive investment education and visibility among branch staff
In partnership with the branch manager and/or investment sales associate, lead the branch team on actions to achieve investment results
Maintain regular and effective communication with internal and external partners to support referral activity
Meet with the branch manager and other internal business partners to communicate and review business results and pipeline management
Meet service level agreements for lead and referral follow-up
Adhere to all applicable laws, regulations, policies, and guidelines

Minimum qualifications

Experience: 2+ years of relevant professional experience
Education: University or college degree (or a comparable combination of education, job-specific certification(s), and experience may be considered in lieu of a degree)
FINRA: FINRA Series 7 and 66 (or 63, 65) required
Insurance: Life and Health Insurance required

PNC expectations

Customer Focused: Knowledge of values and practices aligned to customer needs and satisfaction, using that input to create customized customer solutions
Managing Risk: Assess and manage risks tied to business objectives and activities to align with PNC’s Enterprise Risk Management Framework

Preferred skills

Client Prospecting
Client Relationship Building
Credit Risk Analysis
Customer Engagement
Financial Analysis
Financial Modeling
Investment Banking
Public Speaking
Relationship Building
Relationship Management

Certifications and language

No required certification(s) listed beyond the FINRA and insurance requirements above
No language assessments required or preferred

Benefits

Medical/prescription drug coverage with a Health Savings Account feature
Dental and vision options
Employee and spouse/child life insurance
Short and long-term disability protection
401(k) with PNC match
Pension and stock purchase plans
Dependent care reimbursement account
Back-up child/elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select programs fully paid
Robust wellness program with financial incentives
Maternity and/or parental leave
Up to 11 paid holidays each year
9 occasional absence days each year, unless otherwise required by law
Between 15 to 25 vacation days each year, depending on career level

Visa sponsorship

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position

Equal opportunity and compliance notes

PNC provides equal employment opportunity to qualified persons regardless of protected categories under law
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, FINRA and/or the SAFE Act, which prohibit hiring individuals with certain criminal history

Disability accommodations

For accommodations during the application process, email AccommodationRequest@pnc.com
Applicants may also call 877-968-7762 and say “Workday”
All information provided will be kept confidential and used only as required to provide reasonable accommodations

California privacy

California residents should refer to the California Consumer Privacy Act Privacy Notice for how personal information may be used or disclosed in hiring practices.

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