Financial Advisor - PNC Wealth Management
Quantitative Marketing(1 month ago)
About this role
A Financial Advisor in PNC Wealth Management based at the Pelham Branch in Birmingham, AL, serving clients through the bank’s branch-based advisory program. The role is part of PNC Investments and works closely with branch partners and specialists to support clients’ long-term financial and retirement objectives within PNC’s in-office branch environment.
Required Skills
- Client Prospecting
- Relationship Building
- Credit Risk
- Customer Engagement
- Financial Analysis
- Financial Modeling
- Public Speaking
- Coaching
- Communication
- Sales
Qualifications
- Bachelors
- FINRA Series 7
- FINRA Series 66 or Series 63/65
- 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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