Licensed Investment Services Consultant - PNC Wealth Management

Habitat For Humanity Of Durham; Deutschland; Remote; EUR 32.000 - 53.000; Vollzeit

Benefits dieser Stelle

Medical coverage

Dental & Vision

Life Insurance

Disability Protection

401(k) Match

Pension & Stock Plans

Dependent Care Reimbursement

Educational Assistance

Wellness Program

Paid Holidays & PTO

Zusammenfassung

PNC is seeking a Licensed Investment Services Consultant for Wealth Management, primarily remote with occasional in-office needs. You will coach internal partners, promote PNC products to clients, and develop investment and insurance strategies while ensuring a seamless end-to-end client experience.

Adherence to laws and comprehensive documentation are required. The role emphasizes building client loyalty, achieving referral activity, and meeting service level agreements in a remote-enabled

Qualifikationen

• University/college degree required; <1 year of professional experience typical.
• In lieu of a degree, a comparable combination may be considered.

Aufgaben

• Coaches internal partners to drive investment visibility and referrals.
• Promotes products to clients; develops investment and insurance strategies; manages end-to-end client experience; meets referrals SLAs.

Kenntnisse

Client Prospecting

Client Relationships

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Management

Ausbildung

Associates

Jobbeschreibung

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Licensed Investment Services Consultant within PNC's Wealth Management organization, you will be remote. This position may be eligible for remote work in select geographic locations, subject to approval by PNC. If approved, work must be conducted from a quiet, secure, and confidential home-based workspace. Occasional in-office participation may be required based on business needs. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

• Actively and regularly coaches and educates internal eco partners to drive investment visibility, identify investment opportunities, and lead team on actions to achieve investment results. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity. Make referrals to internal business partners as appropriate.
• Promotes PNC's products and services to existing and prospective clients held either collectively in a book of business or through referred opportunities, demonstrating how PNC can help them achieve their financial goals. Identifies opportunities through meaningful conversations with customers. Develop and implement investment and insurance strategies and provide sound guidance for clients by recommending the best products to support such strategies. Applies product and procedural knowledge to solve client problems appropriately and efficiently. Owns and manages the end-to-end client experience, efficiently handling service transactions and identifying and executing sales opportunities. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Meets service level agreements on lead and referral follow up as it relates to service and sales opportunities.
• Adheres to all applicable laws, regulations, policies and guidelines while maintaining accurate, complete and timely documentation for transactional activity completed on client accounts.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

• Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
• Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred Skills

Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management

Competencies

Accuracy and Attention to Detail, Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Knowledge Of Customers, Matrix Management, Problem Solving, Products and Services, Prospecting, Relationship Management, Value Selling

Work Experience

Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

Associates

Certifications

No Required Certification(s)

Licenses

FINRA Series 7, 66 (or 63 & 65) required. Life and Health Insurance required.

Pay Transparency

Base Salary: $37,000.00 – $61,750.00. Salaries may vary based on geographic location, market data and on individual skills, experience, and education.

Application Window

Generally, this opening is expected to be posted for two business days from 05/28/2026, although it may be longer with business discretion.

Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, visit pncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at [e-mail]. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.