Remote Virtual Financial Advisor – Wealth Management

PNC Financial Services Group; Salt Lake City (UT); Remote; USD 50,000 - 61,000; Full time

Job summary

PNC Financial Services Group is seeking a Virtual Financial Advisor within its Wealth Management organization. This remote role will serve clients across the PNC footprint, with occasional in-office requirements.

Strong English communication, FINRA licenses, and life/health insurance credentials are preferred. You will consult on investment and insurance strategies, develop financial plans, and grow a book of business while partnering with branch colleagues to maximize client experiences and

Qualifications

• Bachelor's degree or equivalent required.
• 2+ years of relevant professional experience typical for this level.
• FINRA Series 7 and 66 (or 63,65) required. Life & Health Insurance licenses required.
• Must be able to work remotely within PNC footprint with periodic in-office participation.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and retains an investment and insurance book of business; owns client experience and referrals to internal partners.
• Develops and implements investment strategies; presents recommendations and establishes financial plans based on client needs.
• Coaches and educates branch staff and internal partners to identify investment opportunities and drive referrals.
• Meets with branch manager and internal partners to review results and pipeline; adheres to laws and guidelines.

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 degree

Job description

PNC Financial Services Group is seeking a Virtual Financial Advisor within its Wealth Management organization. This remote role will serve clients across the PNC footprint, with occasional in-office requirements.

Strong English communication, FINRA licenses, and life/health insurance credentials are preferred. You will consult on investment and insurance strategies, develop financial plans, and grow a book of business while partnering with branch colleagues to maximize client experiences and