Quantitative Marketing

Financial Advisor - PNC Wealth Management

Quantitative Marketing(1 month ago)

Springfield, ILOnsiteFull TimeMedior$75,000 - $75,000Wealth Management
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About this role

A Financial Advisor within PNC Wealth Management based in Macarthur, IL who works from a bank branch to provide holistic financial planning and investment advice. The role focuses on helping clients meet savings, investing and retirement goals while leveraging PNC’s training, administrative support, and technology. Advisors manage an assigned book of business and collaborate with branch partners to grow client relationships and referrals.

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Required Skills

  • Client Prospecting
  • Relationship Building
  • Financial Planning
  • Investment Strategies
  • Insurance Strategies
  • Financial Analysis
  • Sales
  • Communication
  • Coaching
  • Pipeline Management

Qualifications

  • Bachelors
  • FINRA Series 7
  • FINRA Series 66 or 63/65
  • Life and Health Insurance
Quantitative Marketing

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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