Investment Advisor

Welcome to PNC Financial Services, where we are dedicated to helping our clients achieve their financial goals. We are currently seeking a driven and knowledgeable Investment Advisor to join our team. As an Investment Advisor, you will play a crucial role in providing personalized investment advice and solutions to our clients. This is an exciting opportunity for an individual who is passionate about finance, has excellent communication skills, and is eager to make a positive impact in the lives of others. If you possess a strong understanding of investment products and have a proven track record of building successful client relationships, we encourage you to apply for this role.

1. Conduct initial consultations with clients to understand their financial goals, risk tolerance, and investment preferences.
2. Develop comprehensive investment strategies and recommendations tailored to each client's individual needs and objectives.
3. Monitor and analyze market trends and economic conditions to make informed investment decisions.
4. Educate clients on various investment products and services offered by PNC Financial Services.
5. Build and maintain strong client relationships through regular communication and follow-up.
6. Utilize various tools and resources to research and evaluate investment opportunities.
7. Stay up-to-date with industry regulations and compliance standards.
8. Collaborate with other team members, such as financial advisors and wealth management experts, to provide holistic financial solutions to clients.
9. Continuously track and evaluate client portfolios, making necessary adjustments as needed.
10. Meet and exceed sales targets and performance metrics.
11. Maintain accurate and detailed records of client interactions and investment recommendations.
12. Attend training and professional development programs to enhance knowledge and skills.
13. Represent PNC Financial Services in a professional and positive manner at all times.
14. Regularly communicate with clients to provide updates on their investments and address any questions or concerns.
15. Stay informed about PNC's products, services, and competitive advantages to effectively promote and cross-sell to clients.

According to JobzMall, the average salary range for a Investment Advisor in Dallas, TX, USA is $59,000 - $101,000 per year. However, factors such as experience, education, and specific job duties can affect the exact salary for an individual in this role. It is important to research and negotiate salary based on these factors when considering a job as an Investment Advisor in Dallas.

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.