Licensed Investment Services Consultant

PNC

Licensed Investment Services Consultant providing comprehensive investment and insurance strategies for clients at PNC Wealth Management. Engaging with internal partners to drive investment visibility and referral activity.

Posted 5/29/2026full-timeNew Jersey, Ohio, Pennsylvania • 🇺🇸 United StatesMid-LevelSenior💰 $37,000 - $61,750 per yearWebsite

About the role

Key responsibilities & impact

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
Build strong relationships that drive referral activity
Promote PNC's products and services to existing and prospective clients
Develop and implement investment and insurance strategies
Provide sound guidance for clients by recommending the best products
Efficiently handling service transactions and identifying and executing sales opportunities
Creates customer loyalty and grows customer share of wallet

Requirements

What you’ll need

< 1 year of professional experience and/or successful completion of a formal development program
Client Prospecting
Client Relationship Building
Credit Risk Analysis
Customer Engagement
Financial Analysis
Financial Modeling
Investment Banking
Public Speaking
Relationship Building
Relationship Management
FINRA Series 7, 66 (or 63 & 65) required
Life and Health Insurance required

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Client ProspectingCredit Risk AnalysisFinancial AnalysisFinancial ModelingInvestment Banking

Soft Skills

CoachingRelationship BuildingRelationship ManagementPublic SpeakingCustomer Engagement

Certifications

FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65Life and Health Insurance