Financial Advisor - PNC Wealth Management
Quantitative Marketing(1 month ago)
About this role
A Financial Advisor within PNC Wealth Management is an in-branch advisor based in Austin, TX who manages an assigned book of business and delivers personalized wealth planning focused on clients' savings, investing, and retirement goals. The role emphasizes collaboration with branch partners and PNC’s planning team and is supported by training, administrative resources, and technology to build client relationships and grow assets under management.
Required Skills
- Financial Planning
- Investment Strategies
- Client Prospecting
- Relationship Management
- Sales
- Coaching
- Compliance
- Financial Analysis
- Retirement Planning
- Insurance
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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