Wealth Advisor: Invest, Plan & Client Relationships
Job in
Irving, Dallas County, Texas, 75084, USA
Listed on 2026-04-12
Listing for:
PNC
Full Time
position Listed on 2026-04-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management, Banking & Finance
Job Description & How to Apply Below
A financial services company located in Irving, Texas is seeking a qualified candidate to consult on investment and insurance strategies as well as develop client financial plans. The position requires strong relationship-building skills, a bachelor’s degree, and relevant licenses. Responsibilities include acquiring client relationships, coaching branch staff, and monitoring financial plans. The ideal candidate should have at least 2 years of professional experience and knowledge in financial analysis.
The role offers a comprehensive range of benefits including healthcare, a 401(k) plan, and paid time off.
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