Financial Solutions Advisors
Quantitative Marketing(26 days ago)
About this role
The position involves consulting on investment and insurance strategies, developing financial plans, and managing client relationships within PNC Wealth Management. It emphasizes client service, growth, and collaboration with internal teams to achieve investment goals. The role requires a focus on customer experience and risk management.
Required Skills
- Investment Strategies
- Financial Planning
- Client Relationship
- Insurance Products
- Sales
- Customer Service
- Prospecting
- Financial Advice
- Product Knowledge
- Referral Management
Qualifications
- Associates
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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