Financial Solutions Advisor- PNC Wealth Management
Quantitative Marketing(1 month ago)
About this role
A Financial Solutions Advisor at PNC Wealth Management is a branch-based advisor located in Jacksonville, FL who partners with clients to support their investment and insurance needs and build long-term financial relationships. The role is part of the San Pablo branch team and contributes to branch business development and client retention while representing PNC’s in-office, client-focused culture.
Required Skills
- Financial Planning
- Investment Strategies
- Insurance
- Client Acquisition
- Relationship Management
- Prospecting
- Sales
- Communication
- Coaching
- Compliance
Qualifications
- Associates
- FINRA Series 7
- FINRA Series 66 (or 63, 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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