Remote Financial Advisor, Wealth Management

PNC Financial Services Group, Inc.; Austin (TX); Remote; USD 50,000 - 61,000; Full time

Benefits offered by this job

401(k) with company match

Health, dental, vision benefits

Paid holidays

Job summary

PNC is hiring a Virtual Financial Advisor within its Wealth Management organization. This role is remote within the PNC footprint, with possible in-office participation. The position requires FINRA Series 7 and 66, plus Life & Health Insurance licenses.

This ro le focuses on client consultations, financial planning, and relationship growth with a strong emphasis on compliance and client outcomes. Base salary is disclosed, and the role offers incentive opportunities based on performance.

Qualifications

• 2+ years of relevant professional experience.
• Bachelor's degree required or equivalent.
• FINRA Series 7 and 66 required; Life & Health Insurance licenses required.
• Bilingual Spanish preferred; CST/PST availability may be needed.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Acquires, expands and maintains client relationships and growth in wallet share.
• Develops and implements investment and insurance strategies and presents recommendations.
• Coaches branch staff to identify investment opportunities and drive referrals.
• Meets with management to review results and pipeline; adheres to laws and policies.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Education

Bachelor's degree

FINRA Series 7 & 66

Life & Health Insurance licenses

Job description

PNC is hiring a Virtual Financial Advisor within its Wealth Management organization. This role is remote within the PNC footprint, with possible in-office participation. The position requires FINRA Series 7 and 66, plus Life & Health Insurance licenses.

This ro le focuses on client consultations, financial planning, and relationship growth with a strong emphasis on compliance and client outcomes. Base salary is disclosed, and the role offers incentive opportunities based on performance.