Financial Advisor

PNC

. Consult on investment and insurance strategies and develop financial plans for clients .

Posted 10/27/2026full-timeSan Antonio • Texas • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in developing and implementing investment and insurance strategies while providing exceptional client experiences. Strong ability to build and maintain client relationships, coach staff, and ensure compliance with regulatory requirements.

Highest-signal resume keywords

Investment Strategy DevelopmentInsurance Strategy DevelopmentClient Relationship ManagementFINRA Series 7 CertificationLife and Health Insurance Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningBusiness DevelopmentSales and ServiceProduct KnowledgePipeline ManagementReferral Activity ManagementClient Experience OptimizationCoaching and Education

Soft Skills

CommunicationNetworkingProblem SolvingTeam Leadership

Certifications & Qualifications

FINRA Series 7FINRA Series 66Life and Health Insurance

Industry Keywords

InvestmentInsuranceClient LoyaltyRegulatory ComplianceFDIA Section 19SAFE Act

About the role

Key responsibilities & impact

Consult on investment and insurance strategies and develop financial plans for clients
Grow and retain an investment and insurance book of business
Own the client experience by handling sales and service, identifying opportunities, and making referrals
Acquire, expand, and maintain client relationships through business development and networking
Grow client loyalty and share of wallet through exceptional client experiences
Apply product and procedural knowledge to solve client problems
Develop and implement investment and insurance strategies and determine suitable products
Present financial recommendations and guidance
Establish and monitor individual financial plans and recommend changes as needed
Coach and educate branch staff and internal business partners to identify investment opportunities
Lead branch-team actions to achieve investment results in partnership with the branch manager and/or investment sales associate
Communicate with internal and external partners to build relationships and drive referral activity
Meet with branch managers and internal business partners to review business results and pipeline management
Meet service-level agreements for lead and referral follow-up

Requirements

What you’ll need

University/college degree typically required, or comparable combination of education, job-specific certification(s), and experience may be considered in lieu of a degree
2+ years of relevant professional experience
Bachelor's degree listed under Education
FINRA Series 7 and 66 (or 63,65) required
Life and Health Insurance required
Bilingual English and Spanish preferred but not required
Must comply with applicable laws, regulations, policies, and guidelines
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position
Subject to FDIA Section 19 and, for registered roles, SAFE Act and/or FINRA requirements regarding certain criminal history

Benefits

Comp & perks

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 plan
Stock purchase plan
Dependent care reimbursement account
Back-up child/elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select programs fully paid
Wellness program with financial incentives
Maternity and/or parental leave
Up to 11 paid holidays each year
9 occasional absence days each year, unless otherwise required by law
15 to 25 vacation days each year, depending on career level
Robust training program
Administrative support
State-of-the-art technology