Financial Advisor - PNC Wealth Management
Quantitative Marketing(1 month ago)
About this role
A Financial Advisor at PNC Wealth Management delivers personalized financial guidance to retail clients from a branch location, focusing on investments, insurance, and long-term planning. The role operates within a collaborative, bank-based advisory team supported by training, administrative resources, and proprietary technology. Advisors serve as trusted financial professionals helping clients pursue savings, investment, and retirement goals.
Required Skills
- Financial Planning
- Investment Strategies
- Client Prospecting
- Relationship Management
- Financial Analysis
- Sales
- Coaching
- Communication
- Risk Management
- Compliance
Qualifications
- Bachelors
- FINRA Series 7
- FINRA Series 66
- FINRA Series 63
- FINRA Series 65
- Life And Health Insurance
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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