Financial Solutions Advisor - PNC Wealth Management

Quantitative Marketing(1 month ago)

Louisville, KYOnsiteFull TimeJunior$61,091 - $81,851 (estimated)Wealth Management

About this role

A Financial Solutions Advisor at PNC Wealth Management is a branch-based, client-facing role located in Louisville, KY (Old Brownsboro Crossing Branch) focused on delivering personalized wealth and insurance services to retail clients. The position operates within PNC's branch network and emphasizes exceptional client experience, collaboration with internal partners, and adherence to regulatory and risk frameworks.

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Required Skills

Investment Strategies
Insurance Advisory
Financial Planning
Client Acquisition
Business Development
Outbound Calling
Client Retention
Coaching Others
Communication
Prospecting

+2 more

Qualifications

Associates
FINRA Series 7
FINRA Series 66
FINRA Series 63
FINRA Series 65
Life and Health Insurance

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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