Remote Investment Services Consultant, Wealth Management (Spanish Preferred)

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

Benefits offered by this job

Medical coverage

401(k) with match

Stock purchase plan

Paid holidays

Job summary

PNC Wealth Management seeks an Investment Services Consultant (ISC) to work remotely with CST or EST preferred. The ISC serves as a phone-based financial advisor, partnering with branch teams to fulfill client goals and tailor investment solutions. Occasional in-office participation may be required; bilingual Spanish is preferred.

Licenses include FINRA 7 and 66, Life and Health insurance. Base salary ranges from $41,250 to $82,500 per year, depending on location and experience.

Qualifications

• Client prospecting, relationship building, and financial analysis skills required.
• Experience communicating with clients and coordination with internal partners.
• Licensing and regulatory knowledge including FINRA and Life/Health insurance requirements.

Responsibilities

• Coaches internal partners to drive investment visibility, referrals, and coordinated actions.
• Promotes PNC products to clients and identifies opportunities through meaningful conversations.
• Develops investment and insurance strategies and guides clients to best products; executes sales opportunities.
• Adheres to applicable laws and maintains accurate documentation for client accounts.

Skills

Client Prospecting

Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Management

Education

Associates

Job description

PNC Wealth Management seeks an Investment Services Consultant (ISC) to work remotely with CST or EST preferred. The ISC serves as a phone-based financial advisor, partnering with branch teams to fulfill client goals and tailor investment solutions. Occasional in-office participation may be required; bilingual Spanish is preferred.

Licenses include FINRA 7 and 66, Life and Health insurance. Base salary ranges from $41,250 to $82,500 per year, depending on location and experience.