Remote Wealth Advisor – Investments & Planning

PNC; Arizona; Remote; USD 50,000 - 61,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Stock purchase plan

Paid time off

Education assistance

Job summary

PNC's Wealth Management team seeks a Virtual Financial Advisor to work remotely within the U.S. footprint. You will consult on investment and insurance strategies, develop financial plans, and grow a client book while delivering an exceptional client experience.

Requirements include a Bachelor's degree, FINRA Series 7/66 (or 63/65), Life & Health licenses, and 2+ years of experience. Spanish bilingual preferred; occasional in-office participation may be needed.

Qualifications

• Bachelor's degree or higher and 2+ years of relevant experience.
• FINRA Series 7 and 66 (or 63/65) required; Life & Health Insurance licenses required.
• Bilingual Spanish preferred.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain a book of business; own client experience and refer to partners as needed.
• Acquire and expand client relationships through networking and business development.
• Develop and implement investment and insurance strategies; monitor and adjust plans.
• Coach branch staff and partners to identify investment opportunities and drive referrals.

Skills

Client Prospecting

Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Management

Education

Bachelors

Job description

PNC's Wealth Management team seeks a Virtual Financial Advisor to work remotely within the U.S. footprint. You will consult on investment and insurance strategies, develop financial plans, and grow a client book while delivering an exceptional client experience.

Requirements include a Bachelor's degree, FINRA Series 7/66 (or 63/65), Life & Health licenses, and 2+ years of experience. Spanish bilingual preferred; occasional in-office participation may be needed.