Financial Solutions Advisor
Quantitative Marketing(1 month ago)
About this role
A Financial Solutions Advisor within PNC Wealth Management based in the Brandywine Banking Center (Wilmington, DE) supports client financial needs through advisory work in an in-office branch setting. The role focuses on delivering an inclusive, high-quality client experience while representing PNC’s wealth management offerings. Candidates are expected to align with PNC’s culture, regulatory standards, and customer-focused practices.
Required Skills
- Financial Planning
- Investment Strategies
- Insurance
- Client Acquisition
- Client Retention
- Sales
- Prospecting
- Coaching
- Communication
- Pipeline Management
Qualifications
- Associates
- FINRA Series 7
- FINRA Series 66
- FINRA Series 63
- FINRA Series 65
- Life Insurance License
- 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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