Wealth Advisor - PNC Wealth Management
Quantitative Marketing(1 month ago)
About this role
A Wealth Advisor at PNC Wealth Management (based in Troy, MI) provides personalized financial advice and strategic planning to help clients meet savings, investment, and retirement objectives. The role is supported by Wealth Strategists, administrative teams, and PNC’s product and technology suite to build and grow a client-focused advisory practice. PNC emphasizes an in-office culture that fosters collaboration and inclusive workplace practices.
Required Skills
- Client Prospecting
- Relationship Management
- Financial Planning
- Investment Strategies
- Risk Management
- Customer Engagement
- Sales
- Coaching
- Communication
Qualifications
- Bachelors
- FINRA Series 7
- FINRA Series 66
- FINRA Series 63
- FINRA Series 65
- Life Insurance License
- 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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