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Financial Solutions Advisor - PNC Wealth Management at PNC Bank - ApplyBlast

Financial Solutions Advisor - PNC Wealth Management

PNC Bank

5 months ago

2.7 on Glassdoor

Edison, NJ

Onsite

Full Time

Junior

0 applicants

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About this role

A Financial Solutions Advisor at PNC Wealth Management consults on investment and insurance strategies while developing comprehensive financial plans for clients. The role involves acquiring new relationships, managing an existing book of business, and coaching branch staff on investment opportunities. Advisors utilize product knowledge to solve client problems and execute sales referrals to internal partners.

Responsibilities

Consult on investment and insurance strategies for clients
Acquire and maintain relationships through business development
Develop and implement individual financial plans based on needs
Coach branch staff to identify investment opportunities
Execute sales opportunities and make internal referrals

Skills

Qualifications

BS in Finance or related fieldFINRA Series 7FINRA Series 66Series 63Series 65

About PNC Bank

pnc.com

Headquarters

Pittsburgh, Pennsylvania, United States

Company Size

10001+ employees

Founded

2014

View Profile

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.