Wealth Trading Associate — Client-Focused Markets Pro

PNC Financial Services Group, Inc.; Orlando (FL); Hybrid; USD 41,000 - 69,000; Full time

Job summary

PNC Financial Services Group, Inc. is seeking a Trader Associate for PNC Wealth Management in Orlando. You will support trading processes, assist with capital markets transactions, and deliver client-focused service while ensuring regulatory compliance.

Ideal candidates have 4+ years of related experience, an Associates degree, and FINRA Series 7 and 63 (or 66) licenses. This in-office role offers a competitive salary and benefits package.

Qualifications

• Roles typically require an Associates or equivalent degree with related experience.
• FINRA Series 7 and 63 (or 66) licenses are required.
• Strong client service and trading support skills are essential.

Responsibilities

• Partners with senior team members to support the trading process and execution of capital markets transactions.
• Provides sales, service and execution support for new and ongoing client relationships.
• Gathers required documentation and prepares/verifies information for accuracy; ensures compliance with regulations.
• Initiates, updates and verifies client, account, or transaction details in systems; provides reports as needed.
• Develops industry, product, market and regulatory knowledge to support trading activities.

Skills

Client Facing

Client Relationship Building

Competitive Strategies

Financial Modeling

Go-to-Market Strategies

Meeting Management

Negotiation

New Business Development

Education

Associates

Job description

PNC Financial Services Group, Inc. is seeking a Trader Associate for PNC Wealth Management in Orlando. You will support trading processes, assist with capital markets transactions, and deliver client-focused service while ensuring regulatory compliance.

Ideal candidates have 4+ years of related experience, an Associates degree, and FINRA Series 7 and 63 (or 66) licenses. This in-office role offers a competitive salary and benefits package.