Wealth Advisor - PNC Wealth Management
Quantitative Marketing(1 month ago)
About this role
A Wealth Advisor at PNC Wealth Management in Pittsburgh provides personalized investment and insurance advice and develops financial plans to help clients achieve long-term savings, investment, and retirement goals. The role is supported by Wealth Strategists and PNC's suite of financial products, administrative resources, and technology to deliver a comprehensive, client-centered wealth management experience.
Required Skills
- Client Prospecting
- Relationship Management
- Financial Planning
- Investment Strategies
- Insurance Knowledge
- Business Development
- Sales
- Compliance
- 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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