Financial Solutions Advisor

Quantitative Marketing(1 month ago)

MarylandOnsiteFull TimeJunior$40,700 - $108,900Wealth Management

About this role

A Financial Solutions Advisor at PNC is a Wealth Management professional based in Maple Lawn, MD who supports clients with investment and insurance guidance and contributes to branch-level wealth services. The role is part of PNC’s in-office workforce and focuses on delivering an exceptional client experience while supporting business growth and referrals within the branch network.

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Required Skills

Investment Strategies
Insurance Advice
Financial Planning
Client Acquisition
Business Development
Outbound Calling
Relationship Management
Sales
Coaching
Pipeline Management

+1 more

Qualifications

Associates
FINRA Series 7
FINRA Series 66 (or 63,65)
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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