Remote Bilingual Financial Advisor

PNC; United States; Hybrid; USD 50,000 - 61,000; Full time

Benefits offered by this job

Health insurance

Dental & vision insurance

401(k) with company match

Disability protection

Life insurance

Job summary

PNC is seeking a Virtual Financial Advisor within Wealth Management to manage investment and insurance strategies and develop personalized financial plans. This role is remote within the PNC footprint with occasional in-office needs and bilingual Spanish preferred.

You will grow and maintain client relationships, handle sales and service, and refer opportunities to partners while adhering to regulatory guidelines and internal processes.

Qualifications

• Experience in building investment and insurance strategies.
• Ability to develop and implement financial plans for clients.
• Strong client-facing relationship management and collaboration with internal partners.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans.
• Grow and retain investment/insurance book of business.
• Own client experience and drive referrals through excellent service.
• Coach branch staff to identify investment opportunities and educate on the client journey.

Skills

Client Prospecting

Client Relationship

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Coaching Others

Customer Experience

Customer Retention

Effective Communications

Interpersonal Skills

Managing Multiple Priorities

Sales Tasks

Selling

Education

Bachelors

Tools

FINRA Series 7/66

Life & Health Insurance Licenses

Job description

PNC is seeking a Virtual Financial Advisor within Wealth Management to manage investment and insurance strategies and develop personalized financial plans. This role is remote within the PNC footprint with occasional in-office needs and bilingual Spanish preferred.

You will grow and maintain client relationships, handle sales and service, and refer opportunities to partners while adhering to regulatory guidelines and internal processes.