Wealth Trading Associate - Client-Focused Market Execution

PNC Financial Services Group, Inc.; United States; On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid holidays

Job summary

PNC Financial Services Group, Inc. is seeking a Trader Associate within its Wealth Management team. Based in various locations, the role supports trading processes and client relationships with senior team members.

You will gather documents, verify information, ensure compliance, and provide reports while developing industry and product knowledge to support execution and client service. Applicants should have an Associate degree and FINRA Series 7 and 63 licenses, with 4+ years related

Qualifications

• Associates degree or equivalent; related experience may be considered in lieu of a degree.
• Licenses: FINRA Series 7 and 63 (or 66) are required.
• Typically 4+ years of related business or financial services experience.

Responsibilities

• Support the trading process and execution of capital markets transactions.
• Provide sales, service and execution support for client relationships.
• Gathers required documentation and verifies information for accuracy.
• Ensure compliance with standard regulations and processes.
• Interacts as a point of contact for clients and service partners; may escalate trade-related inquiries.
• Initiate, update and verify client, account or transaction details in systems.

Skills

Client Facing

Client Relationship Building

Competitive Strategies

Financial Modeling

Go-to-Market Strategies

Meeting Management

Negotiation

New Business Development

Education

Associate degree

Job description

PNC Financial Services Group, Inc. is seeking a Trader Associate within its Wealth Management team. Based in various locations, the role supports trading processes and client relationships with senior team members.

You will gather documents, verify information, ensure compliance, and provide reports while developing industry and product knowledge to support execution and client service. Applicants should have an Associate degree and FINRA Series 7 and 63 licenses, with 4+ years related