PNC · 2 hours ago
Licensed Investment Services Consultant - PNC Wealth Management
United States
Full-time
Remote
Entry Level
$37K/yr - $84K/yr
1+ years expPNC is a financial services company that prioritizes its people as a competitive advantage. The Licensed Investment Services Consultant role involves acting as a phone-based sales and service financial advisor, engaging with clients to understand their goals and recommending tailored investment solutions.
BankingFinanceFinancial Services
No H1B
Responsibilities
Actively and regularly coaches and educates internal eco partners to drive investment visibility, identify investment opportunities, and lead team on actions to achieve investment results. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity. Make referrals to internal business partners as appropriate
Promotes PNC's products and services to existing and prospective clients held either collectively in a book of business or through referred opportunities, demonstrating how PNC can help them achieve their financial goals. Identifies opportunities through meaningful conversations with customers. Develop and implement investment and insurance strategies and provide sound guidance for clients by recommending the best products to support such strategies. Applies product and procedural knowledge to solve client problems appropriately and efficiently. Owns and manages the end-to-end client experience, efficiently handling service transactions and identifying and executing sales opportunities. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Meets service level agreements on lead and referral follow up as it relates to service and sales opportunities
Adheres to all applicable laws, regulations, policies and guidelines while maintaining accurate, complete and timely documentation for transactional activity completed on client accounts
Qualification
Required
University / college degree with < 1 year of professional experience and/or successful completion of a formal development program
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered
FINRA Series 7, 66 (or 63 & 65) required
Life and Health Insurance required
Preferred
Client Prospecting
Client Relationship Building
Credit Risk Analysis
Customer Engagement
Financial Analysis
Financial Modeling
Investment Banking
Public Speaking
Relationship Building
Relationship Management
Benefits
Medical/prescription drug coverage (with a Health Savings Account feature)
Dental and vision options
Employee and spouse/child life insurance
Short and long-term disability protection
401(k) with PNC match
Pension and stock purchase plans
Dependent care reimbursement account
Back-up child/elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select programs fully paid
A robust wellness program with financial incentives
Maternity and/or parental leave
Up to 11 paid holidays each year
8 occasional absence days each year, unless otherwise required by law
Between 15 to 25 vacation days each year, depending on career level and years of service
Company
PNC
PNC is a financial service company providing bank deposits products and services to its community.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1975-11-17IPO
Leadership Team
Keith Hayes
SVP, PNC Aviation Finance
M
Michael Gaber
Senior Vice President - Originations
Recent News
Sports Business Journal
2025-12-20
The Harvard Law School Forum on Corporate Governance
2025-12-20
2025-12-13
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