Virtual Financial Advisor
Quantitative Marketing(1 month ago)
About this role
A remote PNC Wealth Management role supporting clients with investment and insurance services and representing the bank’s financial planning offerings. The position contributes to branch objectives and PNC’s client experience while supporting business growth and retention.
Required Skills
- Client Prospecting
- Relationship Management
- Credit Risk
- Customer Engagement
- Financial Analysis
- Financial Modeling
- Investment Knowledge
- Public Speaking
- Coaching
- Sales
Qualifications
- Bachelors
- FINRA Series 7
- FINRA Series 66
- FINRA Series 63
- FINRA Series 65
- Life & 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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