Remote Financial Advisor – Investments & Client Growth

PNC Financial Services Group, Inc.; Cheyenne (WY); Remote; USD 55,000 - 65,000; Full time

Benefits offered by this job

Medical benefits

401(k) with company match

Paid time off

Job summary

PNC Financial Services Group, Inc. is seeking a Virtual Financial Advisor within its Wealth Management organization. This remote role is based within the PNC footprint, with CST/PST and bilingual Spanish preferred.

You will consult on investment and insurance strategies, grow client relationships, and deliver financial plans. The position emphasizes compliance, teamwork with branch staff, and achieving referral opportunities.

Qualifications

• Bachelor's degree required or equivalent experience.
• Strong communication and client relationship skills.
• Experience in financial planning or investment advisory preferred.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grow and retain an investment and insurance book of business and own the client experience.
• Acquire and expand client relationships through business development and networking.
• Develop and implement investment strategies and presents recommendations to clients.
• Coach and educate branch staff to identify investment opportunities and drive referrals.
• Meet with leadership to review results and manage pipeline.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Management

Education

Bachelor's degree

Job description

PNC Financial Services Group, Inc. is seeking a Virtual Financial Advisor within its Wealth Management organization. This remote role is based within the PNC footprint, with CST/PST and bilingual Spanish preferred.

You will consult on investment and insurance strategies, grow client relationships, and deliver financial plans. The position emphasizes compliance, teamwork with branch staff, and achieving referral opportunities.