Financial Advisor - PNC Wealth Management
Quantitative Marketing(1 month ago)
About this role
Financial Advisor at PNC Wealth Management based in Fort Worth (Eastchase). The role is part of PNC Investments and works within a branch network to support clients with investment and retirement guidance while managing an assigned book of business. The position operates in-office and leverages PNC’s referral-driven, team-oriented model.
Required Skills
- Prospecting
- Relationship Building
- Credit Analysis
- Customer Engagement
- Financial Analysis
- Financial Modeling
- Investment Banking
- Public Speaking
- Coaching
- Customer Retention
+2 more
Qualifications
- Bachelors
- FINRA Series 7
- FINRA Series 66
- FINRA Series 63
- FINRA Series 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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