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

Financial Advisor - PNC Wealth Management

PNC

Financial AdvisorAt 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 SkillsClient Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship ManagementCompetenciesCoaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling.Work ExperienceRoles 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.EducationBachelorsCertificationsNo Required Certification(s)LicensesFINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.Language AssessmentsNo Required or Preferred Language AssessmentsBenefitsPNC 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 StatementIf an accommodation is required to participate in the application process, please contact us via email at View email address on apply.j-vers.com. 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 apply.j-vers.com 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.

Vacancy posted 4 hours ago
Similar jobs that could be interesting for youBased on the Financial Advisor - PNC Wealth Management in Dallas, TX vacancy
  •  ...Financial AdvisorAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all...  ...contribute to the company's success. As a Financial Advisor within PNC Wealth Management, you will be based in Rowlett, TX. PNC is an in-... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Garland, TX
    4 days ago
  • $10 per hour

    Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of... 
    Suggested
    Remote work
    Flexible hours

    Farther

    Dallas, TX
    2 days ago
  • Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes in creating...  ...and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled...  ...plus years of private wealth management, financial services, or related professional experience... 
    Suggested

    Goldman Sachs

    Dallas, TX
    6 days ago
  • $75k - $130k

    Wealth is Health This Jobot Job is hosted by: Tristan Metcalf Salary: $75,0...  ...continuous growth over $40b assests under management. Why join us As an advisor, your role will be highly impactful...  ...about wealth management and financial planning? Do you have a knack for building... 
    Suggested
    Permanent employment
    Local area

    Jobot

    Dallas, TX
    5 days ago
  • CORDA Investment Management, LLC is seeking a Financial Advisor to work directly with high-net-worth clients in a collaborative, team-based environment. This...  ...management and operations to provide an integrated wealth-management experience. #J-18808-Ljbffr CORDA Investment... 
    Suggested

    CORDA Investment Management

    Dallas, TX
    3 days ago
  • $240k

     ...Sr. Wealth Advisor Compensation: $240,000 per year (1-year draw) Location: DFW, Texas...  ...To: Vice President Private Wealth Sales Management Job Type: Full-Time HUB is a global...  ...wealth plans that include a coordinated financial strategy that aligns with each client's... 
    Full time
    Work experience placement
    Local area

    Squaremouth

    Dallas, TX
    1 day ago
  • A leading financial services firm in Dallas is seeking a Private Wealth Advisor to build and nurture client relationships while delivering customized wealth management strategies. Candidates should have 4+ years in private wealth management and a strong connectivity within... 

    Goldman Sachs

    Dallas, TX
    2 days ago
  •  ...Deadline: 09/27/2026 BOK Financial Corporation Group includes BOKF...  .... and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund...  ...and Cavanal Hill Investment Management, Inc. BOKF, NA operates...  ...Summary Acting as a trusted advisor, finding and recommending the... 

    BOK Financial

    Dallas, TX
    4 days ago
  • A growing wealth management firm in Dallas is seeking an experienced wealth advisor to coordinate investment and planning services for UHNW clients. The ideal candidate will have at least 10 years of client advisory experience, strong communication skills, and a proactive... 

    International Search Consultants

    Dallas, TX
    1 day 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... 
    Local area

    BOK Financial

    Addison, TX
    1 day ago
  • Position Overview The Head of Advisor Field Management is a senior leadership role responsible for driving organic growth and advisor retention...  ...or relationship management) within a broker-dealer, RIA, or wealth platform Proven track record driving measurable growth and... 
    Local area

    Integrity

    Dallas, TX
    5 days ago
  •  ...and maintain a portfolio of financially complex and important revenue...  ...of a broad range of wealth products and services including...  ...financial planning, investment management, personal trust and estate planning...  ...partner with the Wealth Advisors to develop business owner... 
    Full time
    Part time
    Work at office
    Local area
    Shift work
    Night shift
    Day shift

    Truist

    Dallas, TX
    4 days ago
  • Cetera Financial Group is seeking an AGC to deliver wealth management services in Dallas. In this role, you will guide CPA firms in implementing best practices, driving growth, and coaching on client approaches. The ideal candidate has at least 5 years of experience in... 

    Cetera Financial Group

    Dallas, TX
    4 days ago
  • A leading financial institution is seeking a talented individual for a Private Banking role in Dallas, Texas. The successful candidate will manage client relationships, provide strategic advice on wealth and investment management, and uphold the highest standards of compliance... 

    JPMorganChase

    Dallas, TX
    4 days ago
  •  ...Wisdom Wealth Management in Dallas, TX, is hiring a licensed Paraplanner for a hybrid role. You will support the advisory team in delivering...  ...client experiences across 35+ states and help prepare financial plans and investment paperwork. The ideal candidate has Series... 

    Jamba Juice

    Dallas, TX
    4 days ago
  •  ...Financial AdvisorConfidential RIA | Dallas, TXA growing independent wealth management firm is seeking an experienced Financial Advisor to join its Dallas office. This role is ideal for an advisor who enjoys comprehensive planning, client service, investment analysis,... 
    Full time
    Work at office

    Professions

    Dallas, TX
    5 days ago
  •  ...At CORDA Investment Management, we believe our people are our greatest...  ...If you are passionate about financial planning, investment management...  ..., LLC is a client-centered wealth management firm serving high-...  ...love to connect! The Financial Advisor will work directly with high-... 
    Permanent employment
    Full time
    Work at office

    CORDA Investment Management

    Dallas, TX
    1 day ago
  •  ...Company Overview CORDA Investment Management, LLC is a client-centered wealth management firm serving high-net-worth...  ...together investment management, financial planning, tax strategy, and estate...  ...love to connect! Senior Financial Advisor Are you ready for independence... 
    Permanent employment
    Work at office

    CORDA Investment Management

    Dallas, TX
    5 days ago
  •  ...Financial AdvisorOur client is a boutique wealth management firm in Dallas, Texas. They are seeking a high-caliber Financial Advisor with the presence, polish, and ambition to step into a true growth seat. This role is designed for an advisor who will initially operate... 

    Financial Planner Recruiting, LLC

    Dallas, TX
    4 days ago
  •  ...ManagementA career with Goldman Sachs Asset Management (GSAM) is an opportunity to help clients across...  ...services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals.AWM Private is the primary center... 
    Remote work

    Goldman Sachs

    Dallas, TX
    4 days ago
  • The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform... 
    Work at office
    Remote work
    Flexible hours
    Night shift

    JP Morgan Chase

    Dallas, TX
    3 days ago
  • $80k - $90k

     ...Merrill Advisor Development Program - Financial AdvisorMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Syracuse, NY
    5 days ago
  •  ...Group, Inc. is a leading global financial services firm providing...  ...Global Markets and investment management services to a substantial and...  ...leading pension plans, sovereign wealth funds, insurance companies,...  ...endowments, foundations, financial advisors and individuals, for which we... 

    Goldman Sachs

    Richardson, TX
    5 days ago
  • $100k

    Division: Asset Management Department: Various Reports to: Managing Director & CIO; Wealth Management Status: Exempt/Officer Grade: Commission...  ...customer’s investment and financial needs through a personalized...  ...initiatives. Financial Advisor should thrive in a sales culture... 
    Base plus commission
    Work at office

    Beacon Bank

    Syracuse, NY
    3 days ago
  •  ...and potential gaps/ weaknesses in risk management standards.Support developing process and...  ...inventory and maps) across asset management, wealth management and consumer...  ...of 2+ years of experience in a role in financial services with operational risk exposure... 

    Goldman Sachs

    Irving, TX
    2 days ago
  •  ...Group, Inc. is a leading global financial services firm providing...  ...Global Markets and investment management services to a substantial and...  ...leading pension plans, sovereign wealth funds, insurance companies,...  ...endowments, foundations, financial advisors and individuals, for which we... 
    Work experience placement

    Goldman Sachs

    Richardson, TX
    2 days ago
  • A global financial services firm is seeking a Private Banker to manage client relationships in Dallas, Texas. The ideal candidate will have over three years of experience...  .... Responsibilities include advising clients on wealth management and balance sheet strategies, acquiring... 

    JPMorganChase

    Dallas, TX
    4 days ago
  •  ...this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated...  ...initiatives.Partner with relationship managers, financial advisors, trust officers, and other specialists to deliver holistic... 
    Full time
    Work experience placement
    Work at office

    Wells Fargo

    Dallas, TX
    3 days ago
  •  ...Program Officers and Grants Managers provides guidance and support...  ...JPMorganChase, one of the oldest financial institutions, offers...  .../VeteransJ.P. Morgan Asset & Wealth Management delivers industry-...  ...Management provides individuals, advisors and institutions with strategies... 
    Local area

    JP Morgan Chase

    Dallas, TX
    3 days ago
  • SWBC is seeking a talented Wealth Advisor to work with individuals and businesses to develop...  ...include the following:Develops customer financial profiles to determine suitability of investment...  ...or similar certifications.Relationship management experience.Experience partnering with... 
    Full time
    Local area

    Southwest Business Corporation

    Dallas, TX
    5 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!