Financial Advisor - PNC Wealth Management
Quantitative Marketing(1 month ago)
About this role
A Financial Advisor within PNC Wealth Management based in Wilmington, NC who works from a bank branch managing an assigned book of business. The role focuses on delivering financial advice and planning to help clients meet savings, investing, and retirement goals and is supported by PNC’s training, administrative resources, and technology. The position operates in a collaborative, in-office environment emphasizing referral-driven teamwork and client experience.
Required Skills
- Client Prospecting
- Relationship Management
- Financial Planning
- Investment Strategies
- Insurance Strategies
- Financial Analysis
- Coaching
- Compliance
- Sales
- Public Speaking
Qualifications
- Bachelors
- FINRA Series 7
- FINRA Series 66
- FINRA Series 63
- FINRA Series 65
- Life And Health Insurance License
About Quantitative Marketing
pnc.comPNC 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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