Remote Financial Advisor, Wealth Management

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

Job summary

PNC is seeking a Virtual Financial Advisor within its Wealth Management organization. This role is remote within the PNC footprint, with potential occasional in-office participation and bilingual Spanish preferred.

You will consult on investments and insurance, grow a client base, and collaborate with internal partners to optimize referrals. Qualifications include a university degree and FINRA Series 7/66 licenses, plus Life & Health licenses.

Qualifications

• Bachelor's degree required.
• FINRA Series 7 and 66 licenses required.
• Life and Health Insurance licenses required.
• Sponsorship not provided for visas.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain an investment and insurance book of business; own client experience and referrals.
• Acquire and expand client relationships through networking and business development.
• Develop and implement investment and insurance strategies and present sound recommendations.
• Coach branch staff to identify investment opportunities and drive referrals.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Public Speaking

Relationship Management

Education

Bachelor's degree

Tools

FINRA Series 7/66

Life & Health Licenses

Job description

PNC is seeking a Virtual Financial Advisor within its Wealth Management organization. This role is remote within the PNC footprint, with potential occasional in-office participation and bilingual Spanish preferred.

You will consult on investments and insurance, grow a client base, and collaborate with internal partners to optimize referrals. Qualifications include a university degree and FINRA Series 7/66 licenses, plus Life & Health licenses.