Virtual Financial Advisor - PNC Wealth Management
$55,000–$55,000 year
RemoteArizona, United States or Utah, United States
Job Summary
Virtual Financial Advisor within PNC Wealth Management, primarily remote within the PNC footprint with occasional in-office participation based on business needs. Consult on investment and insurance strategies and develop financial plans for clients; grow and retain an investment and insurance book of business; manage client experience, lead sales and service activities, and refer opportunities to internal partners. Build client relationships through business development and networking; educate and coach branch staff to identify investment opportunities; collaborate with branch leadership to achieve investment results and maintain regulatory compliance. Requires readiness to work from a quiet, secure home-based workspace and, in some cases, bilingual Spanish and CST/PST flexibility are preferred.
Required Qualifications
- Bachelor degree or higher or equivalent with 2+ years of relevant professional experience
- FINRA Series 7 and 66 (or 63,65) licenses required
- Life & Health Insurance licenses required
- No sponsorship for employment visas or STEM OPT
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