PNC Financial Services

Financial Advisor

PNC Financial Services

San Antonio, TX, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to PNC Financial Services! We are currently seeking a driven and knowledgeable Financial Advisor to join our team. As a trusted financial institution, we pride ourselves on providing our clients with expert guidance and personalized solutions to help them achieve their financial goals. In this role, you will have the opportunity to build meaningful relationships with our clients and help them navigate their financial journey. If you have a passion for finance, strong communication skills, and a desire to make a positive impact, we want to hear from you.

  1. Build and maintain strong relationships with clients to understand their financial needs and goals.
  2. Provide expert financial advice and guidance to clients, utilizing knowledge of investment options, risk management, and financial planning strategies.
  3. Stay up-to-date on industry trends, regulations, and products to effectively educate and inform clients.
  4. Collaborate with other team members to develop comprehensive and personalized financial plans for clients.
  5. Conduct thorough financial analyses for clients, including risk assessments, asset allocation, and portfolio reviews.
  6. Act as a trusted and reliable resource for clients, responding promptly and professionally to inquiries and concerns.
  7. Meet and exceed sales targets and performance goals by proactively seeking new business opportunities and developing strategies to retain current clients.
  8. Maintain accurate and detailed records of client interactions, financial plans, and recommendations.
  9. Continuously improve knowledge and skills through ongoing training and professional development opportunities.
  10. Represent the company with integrity, professionalism, and a commitment to delivering exceptional customer service.
Where is this job?
This job is located at San Antonio, TX, USA
Job Qualifications
  • Strong Communication And Interpersonal Skills

  • Bachelor's Degree In Finance, Business, Economics, Or A Related Field

  • Series 7 And 66 Securities Licenses

  • Minimum Of 2-3 Years Of Experience In Financial Planning Or Investment Management

  • Extensive Knowledge Of Financial Products And Services, Including Retirement Planning, Investment Strategies, And Risk Management.

Required Skills
  • Financial Planning

  • Cash flow analysis

  • Portfolio Management

  • Risk assessment

  • wealth management

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Tax Planning

  • Financial

  • Investment Strategies

  • Retirement Income

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Decision-making

Compensation

According to JobzMall, the average salary range for a Financial Advisor in San Antonio, TX, USA is between $55,000 and $120,000 per year. This range can vary depending on factors such as experience, education, and the specific company or industry the advisor works in. Some advisors may also receive additional compensation in the form of bonuses or commissions based on their performance and the performance of their clients' investments.

Additional Information
PNC Financial Services is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMarch 28th, 2024
Apply BeforeMay 22nd, 2025
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About PNC Financial Services

PNC Financial Services Group, Inc. is an American bank holding company and financial services corporation based in Pittsburgh, Pennsylvania. Its banking subsidiary, PNC Bank, operates in 19 states and the District of Columbia with 2,459 branches and 9,051 ATMs.

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