Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Advisor - PNC Wealth Management

PNC Bank

Financial Advisor

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Wealth Management, you will be based in Dallas, TX. Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC's referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors' success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Wealth Management, we are passionate about our values and helping our advisors build their future. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

  • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
  • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Preferred Skills

Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management

Competencies

Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling.

Work Experience

Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.

Language Assessments

No Required or Preferred Language Assessments

Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at View email address on click.appcast.io. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call View phone number on click.appcast.io and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

PNC
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor - PNC Wealth Management in Carrollton, TX vacancy
  • PNC Wealth Management seeks a Financial Advisor to manage an assigned book of business and collaborate with branch teams in Dallas, TX. You will consult on investment and insurance strategies and develop personalized financial plans for clients. You will expand client relationships... 
    Suggested
    Work at office

    PNC

    Flower Mound, TX
    1 day ago
  •  ...while building a strong foundation in wealth management credit and operations. You’ll gain end...  ...analytical skillsWorking knowledge of financial markets and asset vehicles (e.g., mutual...  ...Management provides individuals, advisors and institutions with strategies and expertise... 
    Suggested
    Local area

    JP Morgan Chase

    Plano, TX
    2 days ago
  •  ...Senior Wealth Advisor We are seeking a Senior Wealth Advisor to serve as lead advisor within our growing wealth management practice. The ideal candidate will have 10+ years of experience...  ...manner. Explain to clients all financial planning topics including retirement... 
    Suggested
    Immediate start

    SFMG Wealth Advisors

    Plano, TX
    5 days ago
  •  ...Private Wealth Banker Dallas, TX, US, 75001 Req ID: 78623 Location...  ...Deadline: 09/27/2026 BOK Financial Corporation Group includes BOKF...  ...and Cavanal Hill Investment Management, Inc. BOKF, NA operates...  ...Summary Acting as a trusted advisor, finding and recommending the... 
    Suggested
    Local area

    BOK Financial

    Addison, TX
    5 days ago
  • JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families. You will build lasting client relationships, leverage digital tools, and offer advised... 
    Suggested

    JPMorgan Chase & Co.

    Lewisville, TX
    1 day ago
  • Allworth Financial is seeking a results-driven FP&A professional to join our Finance team in Addison, TX on a full-time hybrid basis. You will partner with the VP Finance Business Partnering to analyze growth, budgeting, forecasting, and performance drivers, delivering... 
    Full time

    Allworth Financial

    Addison, TX
    2 days ago
  •  ...of Choice, CX Institutional, LLC d/b/a Credent Wealth Management is a $4.5 billion Registered Investment Advisor (RIA) headquartered in Indiana. They offer a uniquely...  ...can maintain their standard of living without financial worry and build their lives around what they... 
    Work at office

    Credent Wealth Management

    Plano, TX
    1 day ago
  • At JPMorganChase Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer...  ...with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first‑hand how... 
    Work at office
    Local area
    Remote work
    Monday to Friday
    3 days per week

    Fairygodboss

    Plano, TX
    4 days ago
  • LifeBranch Wealth Partners in Grapevine, TX, is seeking an Associate Financial Advisor to manage established client relationships, lead planning discussions, and coordinate implementation with senior advisors. You will advance client outcomes through proactive planning,... 

    Jambalaya Group

    Grapevine, TX
    1 day ago
  •  ...Portfolio Management Group The Portfolio Management Group (PMG) is the implementation...  ...leverage for investment advisors and other front office partners...  ...3-7 years work experience in financial services industry with Private Wealth Management experience preferred... 
    Work experience placement
    Shift work

    Chase

    Plano, TX
    2 days ago
  •  ...currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations...  ...for providing comprehensive wealth management advice and building long-term relationships...  ...and families to develop personalized financial strategies and help clients make the... 

    Beacon Pointe Advisors

    Plano, TX
    4 days ago
  • JPMorgan Chase & Co. in Plano seeks an Asset Wealth Management Analyst specializing in Securities Based Lending. You will support a high volume of secured credit transactions across loans, letters of credit, and derivatives, contributing to underwriting readiness and ongoing... 

    JPMorgan Chase & Co.

    Plano, TX
    1 day ago
  • $85k - $120k

     ...Job Opportunity This role is with a large Portfolio Management firm with over $250 billion in assets under management. Each client...  ...each of our clients stay on track to achieve their long-term financial goals. Due to the pay transparency laws that have gone in effect... 

    Staffing in Motion

    Plano, TX
    3 days ago
  •  ...Senior Private Wealth Banker Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net-worth clients grow, preserve, and protect...  ...the delivery of Brokerage, Investment management, Trust, and Insurance products to high net... 
    Local area

    BOK Financial

    Grapevine, TX
    2 days ago
  •  ...Job Description Job Description ABOUT GDS WEALTH MANAGEMENT GDS Wealth Management invites you to join our dynamic team as a Financial Advisor as we continue to expand and empower clients in their pursuit of financial success. As a rapidly growing wealth management... 
    Full time
    Monday to Friday

    GDS Wealth Management

    Flower Mound, TX
    18 days ago
  • Our Financial and Business Management role offers the opportunity to drive strategic initiatives and financial...  ...with management and front office advisors in a fast‑paced team environment,...  ...Disability/Veterans J.P. Morgan Asset & Wealth Management delivers industry‑leading... 
    Full time
    Local area
    Immediate start
    Relocation
    Visa sponsorship
    Relocation package

    Next Frontier Capital

    Plano, TX
    1 day ago
  • J.P. Morgan Asset & Wealth Management Finance & Business Management ("AWM F&BM") has an opening for a Technology & Data Finance Associate....  ...technology, and artificial intelligence, helping build the financial management capabilities required to support the next generation... 
    Visa sponsorship

    JPMorgan Chase & Co.

    Plano, TX
    2 days ago
  •  ...the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge... 
    Immediate start
    Afternoon shift

    Next Frontier Capital

    Carrollton, TX
    1 day ago
  •  ...Job Description Job Description Fast growing financial services office needs a Independent Advisor representative with experience meeting with clients and completing the new client process. Series 65 or 66 license is a must. Fantastic Marketing campaigns produce... 
    Work at office
    Remote work

    LINCOLN WEALTH

    Plano, TX
    a month ago
  •  ...Available Application Deadline: 10/31/2026 BOK Financial Corporation Group includes BOKF, NA; BOK...  ...Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions:... 
    Part time

    BOK Financial

    Addison, TX
    1 day ago
  •  ...responsible for providing a premier client and financial advisor experience by providing expert advice,...  ...creation to solve client liability management needs Mortgage Bankers own the client...  ...origination services to UBS AG Wealth Management clients enabling them to finance... 
    Full time
    Flexible hours

    UBS

    Plano, TX
    5 days ago
  •  ...Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership...  ...integrity and trust. We take the stress out of managing personal finances by making them less complicated... 
    Full time
    Local area
    Immediate start

    Kestra Financial Independent Advisor

    Grapevine, TX
    a month ago
  •  ...As a Finance & Business Management - Associate within Commercial Banking F&BM you will support the Client Onboarding & Servicing (COS)...  ...organization, leveraging your penchant for story-telling with financial data and strategic, analytical and energetic approach. This is... 

    JPMorgan Chase & Co.

    Plano, TX
    2 days ago
  •  ...Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 19...  ...provide guidance to military families on managing day-to-day finances, building lifetime...  ...Savings/banking Investments/wealth management Insurance/risk management... 
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command

    Addison, TX
    7 days ago
  •  ...CFP, CPA, MBA, etc.) Series 7, 66 (BD/RIA) Series 65 (RIA Only) Insurance Licenses 4+ years of experience within the wealth management industry Ability to source and convert prospects to clients and provide high-level planning-oriented service Possess... 

    Saxon Global

    Lake Dallas, TX
    5 days ago
  • Ryan is seeking a Senior Analyst in Financial Planning & Analysis to help analyze data for forecasts, annual budgets, variance analysis and strategic projects. You will support the FP&A Manager and senior management with routine analyses, financial packages, and narrative... 

    Ryan

    Plano, TX
    3 days ago
  • Advanced Integration Technology is seeking a Senior Financial Analyst in Plano, TX to lead forecasting, budgeting and operating plans....  ...prepare reports, and support board-ready presentations for senior management. You will partner with operations and engineering to deliver... 

    Advanced Integration Technology

    Plano, TX
    4 days ago
  • JPMorgan Chase & Co. in Plano, TX seeks a Financial Analysis Associate to partner across teams for budgeting, forecasting, and management reporting. You will analyze financial and technical data, produce reporting, and provide commentary explaining performance drivers.... 

    Next Frontier Capital

    Plano, TX
    1 day ago
  • Allworth Financial ( ) is an independent investment advisory firm providing full-context wealth planning solutions. The firm brings together...  ...investment advising, and 401(k) management with a direct approach to...  ...Registered Investment Advisor. Founded in Sacramento, California... 
    Full time
    Contract work
    Temporary work
    Part time
    Internship
    Work at office
    Relocation
    Flexible hours

    Allworth Financial

    Addison, TX
    2 days ago
  •  ...volume of applicants. Join a financial services firm where your...  ...clients and 20,000 financial advisors across the U.S. and Canada, we...  ...development, client relationship management, or a role requiring strong...  ..., investment advisory or wealth management ~ CFP® (Certified... 
    Full time
    Temporary work
    Flexible hours

    Edward Jones

    Grapevine, TX
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor - PNC Wealth Management. Be the first to apply!