Financial Advisor - PNC Wealth Management
Quantitative Marketing(25 days ago)
About this role
A Financial Advisor at PNC Wealth Management based in Boca Raton, FL, focuses on helping clients meet their financial goals through personalized investment and insurance strategies. The role involves building strong client relationships, developing financial plans, and collaborating with branch staff to provide excellent service.
Required Skills
- Financial Planning
- Client Relationship
- Investment Strategies
- Insurance Strategies
- Financial Analysis
- Sales
- Customer Service
- Networking
- Product Knowledge
- Regulatory Compliance
Qualifications
- Bachelor's
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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