Wealth Advisr - Wealth Management

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Job : R208059

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We work together each day to foster an inclusive workplace culture where all employees feel respected, valued, and have an opportunity to contribute to the company’s success.

As a Wealth Advisor within PNC Wealth Management, you will be based in Dallas, TX.

PNC Wealth Advisors deliver tailored advice and strategic planning designed to help clients achieve their savings, investment, and retirement goals. As part of your support team, our Wealth Strategists collaborate with you to develop customized financial solutions that reflect each client’s unique needs and aspirations. We take a comprehensive, holistic, and strategic approach, ensuring that the interests of all parties remain seamlessly aligned.

Our offering includes a robust suite of financial products, dedicated administrative support, and cutting‑edge technology built to elevate your practice and empower your success.

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

• Consults on investment and insurance strategies and develops financial plans for clients; grows and retains an investment and insurance book of business.
• Acquires, expands, and maintains client relationships through business development and client networking; grows client loyalty and share of wallet through an exceptional client experience.
• Develops and implements investment and insurance strategies; determines the best products to support such strategies; presents sound financial recommendations and guidance to clients; establishes individual financial plans based on client financial needs and objectives; monitors plans and recommends changes as needed.
• Actively and regularly coaches and educates internal business partners to identify investment opportunities; drives investment education and visibility among internal business partners; shows urgency with activities and leads by example; maintains effective communication with internal and external partners to build strong relationships that drive referral activity.
• Regularly meets with internal business partners to communicate and review business results and pipeline management; meets service level agreements on lead and referral follow‑up; adheres to all applicable laws, regulations, policies and guidelines.

PNC employees take pride in our reputation and expect employees to be customer focused, knowledgeable of the values and practices that align customer needs, managing risk effectively, assessing and managing all risks associated with their business objectives, and adhering to PNC’s Enterprise Risk Management Framework.

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

• Coaching Others
• Customer Experience Management
• Customer Retention
• Effective Communications
• Interpersonal Relationships
• Managing Multiple Priorities
• Prospecting
• Sales Tasks and Activities
• Selling

Typically requires a university or college degree with 3+ years of relevant, direct industry experience. Certifications are often desired; a comparable combination of education, job‑specific certification(s), and experience may be considered.

Bachelor’s degree.

No required certifications.

FINRA Series 7 and 66 (or 63, 65) required;
Life and Health Insurance required.

PNC offers a comprehensive range of benefits to help meet your needs now and in the future, including 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; backup child/elder care; adoption, surrogacy, and doula reimbursement;

educational assistance; and a robust wellness…