Financial Advisor - PNC Wealth Management
Quantitative Marketing(1 month ago)
About this role
A Financial Advisor within PNC Wealth Management works from a branch to manage an assigned book of business and deliver personalized financial planning and investment guidance. The role focuses on helping clients meet savings, investing, and retirement goals while leveraging PNC’s referral-driven, collaborative branch network and support resources. The position is based in Alexandria, IN and includes access to training, administrative support, and firm technology to grow client relationships.
Required Skills
- Client Prospecting
- Relationship Building
- Customer Engagement
- Financial Analysis
- Financial Modeling
- Investment Strategy
- Public Speaking
- Coaching
- Communication
- Sales
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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