Licensed Investment Services Consultant - Pnc Wealth Management

PNC New Jersey, New Jersey, US

About the Role

Position Overview 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. As a Licensed Investment Services Consultant within PNC's Wealth Management organization, you will be remote with CST or EST preferred. Bilingual Spanish Preferred.
The Investment Services Consultant (ISC) role within PNC Wealth Management acts as a phone-based sales and service financial advisor within our fast-paced Investment Center. 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.This position may be eligible for remote work in select geographic locations, subject to approval by PNC. If approved, work must be conducted from a quiet, secure, and confidential home-based workspace. Occasional in-office participation may be required based on business needs.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. 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. 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.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management Competencies
Accuracy and Attention to Detail, Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Knowledge Of Customers, Matrix Management, Problem Solving, Products and Services, Prospecting, Relationship Management, Value Selling Work Experience
Life and Health Insurance required. Language Assessments
Spanish Speaking - Preferred Pay Transparency
Base Salary: $41,250.00 – $82,500.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. Application Window
Generally, this opening is expected to be posted for two business days from 11/09/2026, although it may be longer with business discretion. PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: 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; a robust wellness program with financial incentives.up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at . Applicants may also call and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Required Skills

investment consulting sales financial advisory wealth management

Keywords

Licensed Investment Services Consultant PNC Wealth Management remote

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Job Overview

Date Posted 15 hours ago
Location New Jersey, New Jersey, US
Job Type Full-time
Work Mode Remote
Category Software technology

About the Company

PNC