Virtual Wealth Advisor - Mass Affluent Banking

PNC Financial Services Group, Inc.; Scottsdale (AZ); Hybrid; USD 85,000 - 130,000; Full time

Benefits offered by this job

Medical coverage

Dental & Vision

Life insurance

Disability protection

401(k) with match

Pension plan

Stock purchase plan

Dependent care reimbursement

Educational assistance

Wellness program

Paid time off

Job summary

PNC Financial Services Group, Inc. in Scottsdale, AZ is seeking a Virtual Premier Banker within Wealth Management. You will develop strategies to attract Mass Affluent clients, manage leads, and deliver tailored banking and investing solutions through a virtual channel.

The role emphasizes relationship management, collaboration with ecosystem partners, and proactive client service to drive revenue and share of wallet while maintaining strong risk controls.

Qualifications

• University degree required, 2+ years of relevant professional experience.
• FINRA Series 7 and 66 (or 63 & 65) preferred; Life/Health licenses preferred.
• Strong knowledge of bank products and wealth management concepts.

Responsibilities

• Develop and execute strategies to acquire, outreach and retain Mass Affluent clients.
• Generate leads, schedule virtual appointments, and deepen share of wallet.
• Collaborate with ecosystem partners to deliver tailored banking/investing solutions.
• Manage client relationships end-to-end from acquisition through onboarding and servicing.
• Maintain proactive client relationship management and risk controls.

Skills

Banking products

Business acumen

Collaborating

Customer experience management

Customer retention

Decision making

Critical thinking

Effective communications

Managing multiple priorities

Relationship management

Selling

Education

Bachelors (Required)

Job description

PNC Financial Services Group, Inc. in Scottsdale, AZ is seeking a Virtual Premier Banker within Wealth Management. You will develop strategies to attract Mass Affluent clients, manage leads, and deliver tailored banking and investing solutions through a virtual channel.

The role emphasizes relationship management, collaboration with ecosystem partners, and proactive client service to drive revenue and share of wallet while maintaining strong risk controls.