Licensed Investment Services Consultant - Pnc Wealth Management

PNC Bank

Base: $37,000.00 – $61,750.00; bonus/equity: not s...
Fully remote
Coaching internal partners on investment strategies
Developing investment and insurance plans for clients
Managing end-to-end client experience and sales
This role involves actively coaching internal partners to drive investment visibility and achieve results

Job Summary

  • This role involves actively coaching internal partners to drive investment visibility and achieve results.
  • The position requires developing tailored investment and insurance strategies to help clients achieve their financial goals.
  • PNC offers a comprehensive benefits package including medical coverage, 401(k) matching, and up to 25 vacation days.

Matching Summary

This role involves actively coaching internal partners to drive investment visibility and achieve results.

Salary

Base: $37,000.00 – $61,750.00; Bonus/Equity: Not specified; Benefits: Medical, dental, vision, 401(k) match, pension

Skills & Requirements

Must-have

  • Coaching internal partners on investment strategies
  • Developing investment and insurance plans for clients
  • Managing end-to-end client experience and sales

Nice-to-have

  • Building strong referral networks with partners
  • Demonstrating value selling techniques to prospects
  • Fostering inclusive workplace culture

Key Requirements

  • FINRA Series 7 license required
  • FINRA Series 66 (or 63 & 65) license required
  • Life and Health Insurance license required
  • University degree or equivalent experience

Work Rights

Not specified

Tailored Resume

Cover Letter