Financial Advisor - PNC Wealth Management
PNC Bank
* Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.* Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.* Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.* Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.* Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.PNC’s total rewards package includes things like time off, benefits, learning and career development, wellness programs, recognition and much more. The benefits and programs highlighted below are just a sampling of what PNC offers its employees. To learn more, visit our . #J-18808-Ljbffr PNC Financial Services Group, Inc.
- ...Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets... ...to contribute to the company's success. As a Financial Advisor within PNC Wealth Management, you will be based in Tyler, TX. Financial Advisors...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
PNC Financial Services Group
Tyler, TX4 days ago - ...PNC Financial Services Group, Inc. in Tyler, TX is seeking a Relationship Banker Business Specialist to expand consumer and business banking... ...revenue. You will lead a broad network of ecosystem partners, manage proactive referrals, and deliver a tailored client experience...Suggested
PNC Financial Services Group
Tyler, TX1 day ago - Financial Advisor (Early Career / Entry-Level) Location: Flexible / Hybrid / Remote Options Available... ...your book of business! Team Effort: A Managing Associate/Team Lead will help you close... ...Specialist Roles (retirement, wealth strategies, etc.) Why Join Us We believe...SuggestedImmediate startRemote workFlexible hours
- ...depth analysis of credit, collateral and financial statements of individuals and business... ..., while continuing to work under Credit Management for input on and review of work product.... ...objective of this position is to be a trusted advisor to every internal and external customer....Suggested
$50k
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Tyler, TX4 days ago$100k
Financial Advisor - K-12 Retirement Specialist (403b/457b) Job Details: 1099 | Commission & Fee-Based | Full-Time or Part-Time Empower Educators... ...• Provide long-term client service and relationship management --- The Lead Generation System That Works Scheduled Presentations...Full timePart timeWork at officeTeacher's Pension and Insurance Services
Tyler, TX2 days ago$50k
Edward Jones invites you to join as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business...Work at officeHome officeFlexible hours- ...Relationship Banker Business Specialist At PNC, our people are our greatest... ...connect with their recruiter and hiring manager to discuss workplace expectations and confirm... ...Educates clients on options for managing financial transactions by leveraging technology, tools...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...due to a disability, contact this employer to ask for an accommodation or an alternative application process. Wire/Funds Transfer Manager Full Time Management Tyler, TX, US 3 days ago Requisition ID: 2206 Position Title: Wire/FundsTransfer Manager FLSA Status : Non-Exempt...Full timeFor contractorsWork at officeMonday to Friday
Southside Bank
Tyler, TX4 days ago $60k - $300k
...control of their own success. We offer the freedom to run your own financial services practice with the support of a Fortune 250 Company... .... You will be able to attend training sessions led by top advisors and industry leaders. · Stability - You are backed by an almost...Full timeRelocation packageFlexible hours- ...guided by a common purpose to help make financial lives better through the power of every... ...impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins... ...advisor – from acquiring, building and managing client relationships to considering a client...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...relationships and recommend bank products and services to support their financial success. Follow established policies in accordance with the... ...of monthly new account production as assigned by upper management. Participate in an active sales environment that may require in...Work experience placementWork at officeFlexible hoursAfternoon shift
RadNet
Tyler, TX3 days ago - ...for customer service, skills in relationship building, and a desire to contribute to community success. Responsibilities include managing customer accounts, educating clients on products, and occasionally assisting with teller duties. Competitive benefits package includes...Full time
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Tyler, TX1 day ago - ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls...Work at officeShift workWeekend workDay shift
Bank of America
Tyler, TX1 day ago - ...Utilize knowledge and judgment to assure the validity of transactions processed, referring questionable items to an Assistant Branch Manager or above. Maintain a professional appearance in both dress and behavior. Essential Functions: Customer Service Perform Southside...For contractorsWork at office
Southside Bank
Tyler, TX2 days ago - A healthcare company is seeking a Member Support Supervisor in Tyler, Texas. The role involves leading a high-volume call center team, providing coaching and monitoring performance metrics. Ideal candidates will have at least one year of supervisory experience and strong...
Serenity Mental Health Centers
Tyler, TX1 day ago - ...transactions and building meaningful conversations to understand clients' financial and life priorities. Responsibilities Execute the bank's risk... ...with experts in small business, lending, and investments. Manage financial center traffic, appointments, and outbound calls...Shift workWeekend workDay shift
- FDIC-Insured - Backed by the full faith and credit of the U.S. Government Loan Officer Department: Loan Department City/State: Tyler, Texas Type: Full-Time Relocation: Contact Name: Suzanne Osbourn VP- HR Contact Email: ****@*****.*** Date Posted: 2025-06-11 ...Full timeTemporary workImmediate startRelocationMonday to Friday
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- Overview Join our team as a day shift, full-time, Risk Manager Registered Nurse (RN) in Tyler, TX. Why Join Us? Thrive in a People... ..., and resources that support your wellness, education, and financial well-being. People-First: We prioritize your well-being with...Full timeWork at officeDay shift
- ...The Financial Analyst I is a key member of the Financial, Planning, & Analysis team focused on development of the company’s annual operating... .... Monitors budget performance compared to plan and alerts managers to potential issues. Assists with the preparation of monthly...Work experience placementWork at officeImmediate start
Hillman Co
Tyler, TX1 day ago $18 per hour
Altra Federal Credit Union is a member-focused financial institution dedicated to delivering exceptional service and financial solutions. We are seeking a motivated and professional Financial Services Representative (FSR) to join our team at the Tyler TX Troup Hwy office...Work at officeMonday to FridayShift work- ...opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and... ...responsibilities that are required of the employee. Nothing herein restricts management's right to assign or reassign duties and responsibilities to...Full timeLocal area
Woodforest Bank
Tyler, TX2 days ago $26k - $50k
...Successful track record of meeting sales goals/quotas preferred Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams Self-motivated Detail...Hourly payFor contractors- ...Company Overview Simmons Bank is a regional community bank providing a full range of financial services. We empower associates to act as trusted advisors while leveraging cutting‑edge technology. Position Overview As a Relationship Banker (RB) you will build, expand,...Night shift
Simmons Bank
Chandler, TX1 day ago - Southside Bank in Texas is seeking a Teller I Float to deliver accurate teller services across ETX branches. You will handle deposits, withdrawals, cash checks, and change orders, ensuring transaction validity and presenting a professional image. This non-exempt, full-time...Full time
Southside Bank
Flint, TX1 day ago - ...business. Simmons Bank is a dynamic regional community bank with the full financial capabilities to meet the unique needs of our customers. We believe in empowering our associates to be a trusted advisor while providing them with the resources of a traditional bank...Night shift
- ...reach their goals and maximize our revenues over the life of the relationship. You will be a fully experienced, qualified relationship manager capable of independent activity. You should have proven client relationship skills, as well as extensive product knowledge,...
- ...Qualifications Strong communication and relationship-building skills. Detail-oriented and organized, with the ability to manage multiple tasks. Comfortable initiating contact and interacting with prospective customers. Previous experience in marketing,...Work at officeFlexible hours
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