Remote Financial Advisor – Wealth Management

PNC Financial Services Group, Inc.; Santa Fe (NM); Remote; USD 50,000 - 61,000; Full time

Benefits offered by this job

Medical insurance

Dental and vision options

401(k) with match

Pension and stock purchase plans

Job summary

PNC seeks a Virtual Financial Advisor within its Wealth Management organization. Remote within the PNC footprint, bilingual Spanish preferred. The role focuses on consultative financial planning, growing an investment/insurance book, and delivering exceptional client experiences.

Requires FINRA licenses (Series 7/66 or 63/65) and Life & Health licenses, plus 2+ years' experience. Base salary listed; remote work may be available in select geographies.

Qualifications

• University degree required with 2+ years of relevant experience.
• FINRA Series 7 and 66 (or 63,65) required. Life & Health licenses required.
• Base salary visibility and incentive eligibility noted.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans.
• Acquire, expand, and maintain client relationships through networking.
• Develop and implement investment/insurance strategies and present recommendations.
• Coach branch staff to identify investment opportunities and drive referrals.
• Meet with leadership to review results and maintain service levels.

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

Job description

PNC seeks a Virtual Financial Advisor within its Wealth Management organization. Remote within the PNC footprint, bilingual Spanish preferred. The role focuses on consultative financial planning, growing an investment/insurance book, and delivering exceptional client experiences.

Requires FINRA licenses (Series 7/66 or 63/65) and Life & Health licenses, plus 2+ years' experience. Base salary listed; remote work may be available in select geographies.