Licensed Investment Services Consultant - PNC Wealth Management
Quantitative Marketing(1 month ago)
About this role
An Investment Services Consultant at PNC is a phone-based financial advisor within Wealth Management’s Investment Center who supports clients and branch partners. The role centers on engaging clients from an assigned book of business to understand their financial goals and recommend tailored investment solutions. This is a remote position.
Required Skills
- Client Prospecting
- Relationship Management
- Financial Analysis
- Customer Engagement
- Investment Advisory
- Compliance
- Coaching
- Problem Solving
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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