Financial Advisor - PNC Wealth Management

Quantitative Marketing(1 month ago)

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

About this role

A Financial Advisor within PNC Wealth Management provides personalized financial planning and investment and insurance strategies to help clients meet savings, investing, and retirement goals. The role is branch-based, managing an assigned book of business and collaborating with branch partners and internal teams to drive client growth and referrals.

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Required Skills

Client Prospecting
Relationship Building
Financial Planning
Investment Strategies
Insurance Strategies
Business Development
Communication
Coaching
Risk Management
Sales

Qualifications

Bachelors
FINRA Series 7
FINRA Series 66
FINRA Series 63
FINRA Series 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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