Financial Solutions Advisor
Quantitative Marketing(1 month ago)
About this role
A Financial Solutions Advisor at PNC Wealth Management is a client-facing role based in Perryville, MD that delivers personalized financial and investment guidance to retail clients. The position operates within PNC's in-office culture and contributes to the bank's wealth management services and client experience. It sits within PNC's Wealth Management organization supporting client financial goals and product needs.
Required Skills
- Coaching
- Customer Experience
- Customer Retention
- Communication
- Interpersonal
- Prospecting
- Sales
- Investment Strategies
- Financial Planning
- Insurance
Qualifications
- Associates
- FINRA Series 7
- FINRA Series 66
- FINRA Series 63
- FINRA Series 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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