Financial Wellness Consultant

Quantitative Marketing(28 days ago)

Boston, MAOnsiteFull TimeJunior$55,000 - $127,400Financial Services

About this role

The Financial Wellness Consultant at PNC works directly with clients to develop and drive financial wellness programs that align with organizational goals. The role involves providing innovative financial solutions, employing a consultative sales approach, and supporting the growth of a client portfolio. It is focused on enhancing financial well-being and customer engagement within a corporate setting.

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Required Skills

Financial Analysis
Client Relationship Management
Sales
Credit Products
Customer Engagement
Decision Making
Business Acumen
Prospecting
Selling
Tech Savvy

Qualifications

Bachelors

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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