Financial Advisor

PNC

Financial Advisor developing investment, insurance, and retirement plans for PNC Wealth Management clients. Growing client relationships and managing an assigned book of business from Dallas-area bank branches.

Posted 9/10/2026full-timeDallas • Texas • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing and implementing financial plans, investment strategies, and insurance solutions tailored to client needs. Proven ability to build and maintain client relationships while driving sales and enhancing customer experience.

Highest-signal resume keywords

FINRA Series 7FINRA Series 66Life and Health Insurance LicenseClient Relationship BuildingInvestment Strategy Development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisFinancial ModelingInvestment BankingCredit Risk AnalysisClient Prospecting

Soft Skills

Effective CommunicationCoachingCustomer Experience ManagementInterpersonal RelationshipsManaging Multiple Priorities

Certifications & Qualifications

FINRA Series 7FINRA Series 66Life and Health Insurance License

Industry Keywords

Investment StrategiesInsurance SolutionsClient NetworkingSales TasksCustomer Retention

About the role

Key responsibilities & impact

Consult on investment and insurance strategies and develop financial plans for clients
Grow and retain an investment and insurance book of business
Own the client experience, handling sales and service efficiently
Identify sales and execution opportunities and make referrals to internal business partners
Acquire, expand, and maintain client relationships through business development and client networking
Grow client loyalty and share of wallet through an exceptional client experience
Apply product and procedural knowledge to solve client problems
Develop and implement investment and insurance strategies
Determine suitable products and present financial recommendations and guidance
Establish individual financial plans based on client needs and objectives
Monitor financial plans and recommend changes as needed
Coach and educate branch staff and internal business partners to identify investment opportunities
Drive investment education and visibility among branch staff
Lead branch-team actions to achieve investment results in partnership with the branch manager and/or investment sales associate
Communicate with internal and external partners to build relationships and drive referral activity
Meet regularly with the branch manager and internal business partners to review business results and pipeline management
Meet service-level agreements for lead and referral follow-up
Work within a collaborative circuit of bank branches and manage an assigned book of business

Requirements

What you’ll need

University/college degree typically required, or a comparable combination of education, job-specific certification(s), and experience may be considered in lieu of a degree
2+ years of relevant professional experience
Bachelor's degree listed under Education
FINRA Series 7 and 66, or Series 7 and Series 63/65, required
Life and Health Insurance license required
Knowledge of client prospecting, client relationship building, credit risk analysis, customer engagement, financial analysis, financial modeling, investment banking, public speaking, and relationship management
Competence in coaching others, customer experience management, customer retention, effective communications, interpersonal relationships, managing multiple priorities, prospecting, sales tasks and activities, and selling
Must adhere to applicable laws, regulations, policies, and guidelines
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position

Benefits

Comp & perks

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 plan
Stock purchase plan
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
15 to 25 vacation days each year, depending on career level
Additional time off based on years of service
Administrative support
Robust training program
State-of-the-art technology