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Wealth Advisor: Lead Client Wealth & Planning
Job in
San Antonio, Bexar County, Texas, 78208, USA
Listed on 2026-08-31
Listing for:
PNC Financial Services Group, Inc.
Full Time
position Listed on 2026-08-31
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below
PNC Financial Services Group, Inc. in San Antonio, TX, is seeking a Wealth Advisor to consult on investment and insurance strategies and develop personalized financial plans for clients.
You will grow a book of business, own the client experience, and coordinate with internal partners to identify opportunities and deliver sound financial recommendations aligned with client objectives. The role requires FINRA Series 7 and 66 licenses and life/health insurance credentials.
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