Financial Advisor - PNC Wealth Management
Quantitative Marketing(1 month ago)
About this role
A Financial Advisor within PNC Wealth Management based in East Springfield, OH, working from a branch to manage an assigned book of business and support clients’ savings, investing, and retirement goals. The role focuses on delivering a client-centric experience through collaboration with branch partners and leveraging PNC’s training, technology, and referral network to build long-term client relationships.
Required Skills
- Client Prospecting
- Relationship Management
- Financial Planning
- Investment Strategy
- Financial Analysis
- Customer Engagement
- Sales
- Communication
- Coaching
- Risk Management
Qualifications
- Bachelors
- FINRA Series 7
- FINRA Series 66 or 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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