Financial Solutions Advisor - PNC Wealth Management
Quantitative Marketing(11 days ago)
About this role
A Financial Solutions Advisor at PNC Wealth Management in Sarasota, FL, offers personalized financial planning and investment strategies to clients, focusing on growing and maintaining client relationships through sales, service, and education. The role emphasizes delivering an exceptional client experience and collaborating with branch staff and partners.
Required Skills
- Customer Service
- Financial Planning
- Sales
- Investment Strategies
- Insurance Products
- Client Relations
- Consulting
- Communication
- Relationship Building
Qualifications
- Associates
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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