Virtual Financial Advisor

Quantitative Marketing(1 month ago)

HybridFull TimeMedior$55,000 - $55,000Wealth Management

About this role

An investment and insurance advisory role at PNC focused on supporting retail clients with financial planning and wealth solutions. The position works within branch teams to support clients' investment and insurance needs and contributes to growth of the bank's investment book of business. This role may be eligible for remote work in select locations, with occasional in-office participation required.

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Required Skills

Prospecting
Relationship Building
Credit Analysis
Financial Analysis
Financial Modeling
Investment Strategies
Public Speaking
Coaching
Sales
Client Service

+2 more

Qualifications

Bachelors
FINRA Series 7
FINRA Series 66
FINRA Series 63
FINRA Series 65
Life & Health Insurance License

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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