At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. This is a remote position that can sit within the PNC footprint, although it may not be available in all jurisdictions. Certain job responsibilities may require time in the office on a regular basis.
The Investment Services Consultant (ISC) role within PNC Investments acts as a phone-based sales and service financial advisor within our fast-paced Investment Center. You will be aligned with branch partners from your assigned offices who refer clients seeking advice and guidance. You will engage with clients from the PNC Investment Center book of business to understand their goals and objectives, and recommend investment solutions tailored to their individual situation and needs.
Job Description
- Series 7 and 66 (or 63/65) and insurance licenses are required.
- Builds customer base through quality service conversations. Manages the customer experience end to end, efficiently handles service transactions, identifies sales opportunities executing and/or making referrals to ecosystem partners as appropriate.