Financial Advisor - PNC Wealth Management

Quantitative Marketing(1 month ago)

Strongsville, OHOnsiteFull TimeMedior$75,000 - $75,000Wealth Management

About this role

A Financial Advisor within PNC Wealth Management is based in a bank branch and manages an assigned book of business, delivering personalized investment, insurance and retirement planning to clients. The role focuses on client relationship growth and retention while leveraging PNC’s training, technology, and branch partnerships to build a successful advisory practice.

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Required Skills

Investment Strategy
Financial Planning
Client Prospecting
Relationship Building
Financial Analysis
Sales
Coaching
Compliance
Communication
Pipeline Management

+1 more

Qualifications

Bachelors
FINRA Series 7
FINRA Series 66
FINRA Series 63
FINRA Series 65
Life and Health Insurance

About Quantitative Marketing

pnc.com

PNC Bank (PNC Financial Services Group), headquartered in Pittsburgh, PA, is a U.S. financial services company offering a broad suite of personal banking products including checking and savings accounts, credit cards, mortgages, home‑equity and auto loans, CDs and retirement accounts. It provides digital and mobile banking tools, online bill pay, card controls and a large branch and ATM network for everyday banking. PNC also offers wealth management, investment and retirement planning, plus small‑business banking and lending, positioning itself as a full‑service provider for individuals and businesses.

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