Financial Advisor - PNC Wealth Management

Quantitative Marketing(1 month ago)

Aventura, FLOnsiteFull TimeMedior$67,453 - $91,323 (estimated)Wealth Management

About this role

A Financial Advisor at PNC Wealth Management is a branch-based advisor who manages an assigned book of business and delivers personalized investment, insurance, and financial planning guidance to clients. The role is part of PNC’s Wealth Management team, includes access to training, administrative support and technology, and is based in Aventura, FL with bilingual Spanish preferred.

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Required Skills

Client Prospecting
Relationship Building
Financial Analysis
Investment Strategy
Insurance Knowledge
Financial Planning
Referral Management
Sales Effectiveness
Communication
Coaching Others

Qualifications

Bachelors
FINRA Series 7
FINRA Series 66 (or Series 63/65)
Life and Health Insurance License

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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