Quantitative Marketing

Financial Advisor - PNC Wealth Management

Quantitative Marketing(1 month ago)

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

A Financial Advisor within PNC Wealth Management is a bank-branch–based advisor focused on delivering personalized financial advice and planning to retail clients to support their savings, investing, and retirement objectives. The role is embedded in a collaborative branch circuit and is supported by PNC training, technology, and internal referral networks to develop and grow client relationships and assets under management.

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Required Skills

  • Client Prospecting
  • Relationship Building
  • Financial Analysis
  • Investment Strategy
  • Insurance Products
  • Portfolio Management
  • Sales
  • Communication
  • Coaching
  • Risk Management

Qualifications

  • Bachelors
  • FINRA Series 7
  • FINRA Series 66
  • FINRA Series 63
  • FINRA Series 65
  • Life and Health Insurance License
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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