Remote Investment Advisor for Wealth Management

PNC; United States; Remote; USD 41,000 - 83,000; Full time

Job summary

PNC is seeking a Licensed Investment Services Consultant in Wealth Management to work remotely. The role involves coaching partners, promoting PNC investments, and crafting client-specific financial strategies while maintaining compliant records.

Qualifications include FINRA licenses (7, 66 or 63/65) and Life/Health insurance; the position emphasizes relationship management, prospecting, and service excellence across a remote-capable environment.

Qualifications

• University-level or higher education with relevant coursework or certification(s).
• FINRA licensing requirements support investment advisory roles.

Responsibilities

• Coaches internal partners to drive investment visibility and referrals.
• Promotes products and services, develops investment/insurance strategies for clients.
• Maintains compliant, accurate documentation of client activity and transactions.

Skills

Client Prospecting

Relationship Building

Public Speaking

Financial Analysis

Investment Banking

Credit Risk Analysis

Customer Engagement

Financial Modeling

Education

Associates

Job description

PNC is seeking a Licensed Investment Services Consultant in Wealth Management to work remotely. The role involves coaching partners, promoting PNC investments, and crafting client-specific financial strategies while maintaining compliant records.

Qualifications include FINRA licenses (7, 66 or 63/65) and Life/Health insurance; the position emphasizes relationship management, prospecting, and service excellence across a remote-capable environment.