Remote Financial Advisor, Wealth Management

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

Benefits offered by this job

Medical and prescription coverage

Dental and vision

401(k) with company match

Education assistance

Wellness program

Paid holidays

Job summary

PNC Financial Services is seeking a Virtual Financial Advisor within Wealth Management. This remote role supports clients across the PNC footprint, focusing on investment and insurance strategies, client development, and coordinating with internal partners to drive referrals.

Applicants should hold FINRA Series 7/66 and Life & Health licenses, have 2+ years of experience, and preferably be bilingual in Spanish. Base salary is $55,000 with incentive eligibility and geographic variance.

Qualifications

• Requires university/college degree and 2+ years of relevant professional experience.
• FINRA Series 7 and 66 are required; Life & Health Insurance licenses are required.
• Bilingual Spanish preferred; strong client-facing and regulatory compliance are essential.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans.
• Grow and retain an investment and insurance book of business and manage client experience.

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

Tools

FINRA Series 7

FINRA Series 66

Life & Health Insurance Licenses

Job description

PNC Financial Services is seeking a Virtual Financial Advisor within Wealth Management. This remote role supports clients across the PNC footprint, focusing on investment and insurance strategies, client development, and coordinating with internal partners to drive referrals.

Applicants should hold FINRA Series 7/66 and Life & Health licenses, have 2+ years of experience, and preferably be bilingual in Spanish. Base salary is $55,000 with incentive eligibility and geographic variance.