Financial Solutions Advisor
Quantitative Marketing(1 month ago)
About this role
The Financial Solutions Advisor is an in-office Wealth Management role at PNC based in Leesburg, VA that supports clients' financial needs within the bank's branch network. The position is part of PNC's Wealth Management team and contributes to delivering a high-quality client experience while collaborating with branch and internal partners.
Required Skills
- Financial Planning
- Investment Strategies
- Insurance Strategies
- Business Development
- Client Acquisition
- Relationship Management
- Sales
- Coaching
- Communication
- Compliance
Qualifications
- Associates Degree
- FINRA Series 7
- FINRA Series 66
- FINRA Series 63
- FINRA Series 65
- Life and Health Insurance License
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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