Financial Advisor - PNC Wealth Management

Financial Advisor | Austin, TX | On-site

We're hiring for a national financial services firm renowned for empowering clients and fostering employee growth through collaborative innovation. Join a team dedicated to delivering exceptional client experiences and achieving shared success in a supportive and dynamic environment.

The Role

• Consult on investment and insurance strategies, and develop financial plans for clients.
• Grow and retain an assigned book of business, owning the client experience from sales to service and referrals.
• Acquire, expand, and maintain client relationships through business development and networking.
• Develop and implement investment and insurance strategies, presenting sound financial recommendations.
• Coach and educate branch staff on identifying investment opportunities and driving visibility.
• Regularly communicate business results and pipeline management with management and partners.

What You'll Need

• Bachelor's degree or equivalent combination of education, certification, and experience.
• 2+ years of relevant professional experience.
• FINRA Series 7 and 66 (or 63,65) required.
• Life and Health Insurance licenses required.
• Strong skills in client prospecting, relationship building, and customer engagement.
• Demonstrated ability in financial analysis, sales, and effective communication.

What's On Offer

• Comprehensive benefits package including medical, dental, vision, life insurance, and 401(k) with match.
• Generous paid time off, including vacation, holidays, and occasional absence days.
• Robust training programs and dedicated administrative support.
• Access to state-of-the-art technology to enhance your career.

Apply via Haystack today!