Remote Licensed Investment Consultant

PNC Business Credit; United States; A distancia; USD 41.000 - 83.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

401(k) with match

Stock purchase plan

Paid time off

Descripción de la vacante

PNC Wealth Management is seeking a Licensed Investment Services Consultant to operate as a remote, phone-based financial advisor. You will coordinate with branch partners to understand client goals and tailor investment solutions accordingly.

The role requires FINRA licenses (7/66 or 63/65) and Life/Health insurance licenses, with Spanish language skills preferred to serve a diverse client base. This position may offer remote work options for select locations.

Formación

• FINRA Series 7 and 66 (or 63 & 65) licenses required.
• Life and Health Insurance license required.
• Bilingual Spanish preferred.

Responsabilidades

• Acts as a phone-based financial advisor within PNC Wealth Management, engaging with clients and referrals.
• Promotes PNC products and services to clients and referrals to grow assets and referrals.
• Develops investment and insurance strategies tailored to clients' goals and risk tolerance.
• Owns end-to-end client experience, ensuring compliant, timely service and documentation.

Conocimientos

Client Prospecting

Relationship Building

Credit Risk Analysis

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Management

Client Communication

Educación

Associates

Descripción del empleo

PNC Wealth Management is seeking a Licensed Investment Services Consultant to operate as a remote, phone-based financial advisor. You will coordinate with branch partners to understand client goals and tailor investment solutions accordingly.

The role requires FINRA licenses (7/66 or 63/65) and Life/Health insurance licenses, with Spanish language skills preferred to serve a diverse client base. This position may offer remote work options for select locations.