Financial Advisor - PNC Wealth Management

Quantitative Marketing(1 month ago)

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

About this role

A Financial Advisor at PNC Wealth Management based in Sarasota, FL, serves branch-based clients by providing personalized financial planning and investment guidance. The role is part of PNC’s Wealth Management organization and is supported by training, administrative resources, and branch referral networks to help grow client relationships.

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Required Skills

Client Prospecting
Relationship Building
Credit Risk
Customer Engagement
Financial Analysis
Financial Modeling
Investment Strategy
Public Speaking
Coaching
Communication

+2 more

Qualifications

Bachelors
FINRA Series 7
FINRA Series 66
Series 63
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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