Remote Financial Advisor — Wealth Management

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

Job summary

PNC Financial Services Group, Inc. is seeking a Virtual Financial Advisor to work remotely within the PNC footprint. The role emphasizes consulting on investment and insurance strategies, developing financial plans, and delivering an exceptional client experience while coordinating with internal partners.

Occasional in-office participation may be required based on business needs. CST/PST times and bilingual Spanish are preferred.

Qualifications

• Knowledge of investment and insurance products and financial planning concepts.
• Ability to grow and retain an investment and insurance book of business.
• Familiarity with client relationship management and regulatory guidelines.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Acquire and maintain client relationships through networking and service.
• Develop and implement investment strategies and present sound recommendations.
• Coach branch staff to identify investment opportunities and drive referrals.
• Meet with leadership to review results and ensure compliance with policies.

Skills

Client Prospecting

Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Management

Education

Bachelor's

Job description

PNC Financial Services Group, Inc. is seeking a Virtual Financial Advisor to work remotely within the PNC footprint. The role emphasizes consulting on investment and insurance strategies, developing financial plans, and delivering an exceptional client experience while coordinating with internal partners.

Occasional in-office participation may be required based on business needs. CST/PST times and bilingual Spanish are preferred.