Sales Assistant - Wealth Management

Position: Sales Assistant - PNC Wealth Management

Sales Assistant - PNC Wealth Management

Location:

Sharonville, OH

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage. We are united in delivering the best experience for our customers and fostering an inclusive workplace culture where every employee feels respected and valued.

Job Profile

As a Sales Assistant within PNC Wealth Management, you will support new and ongoing client relationships, provide sales, service and execution support, and ensure compliance with standard regulations and processes. You will be based in Sharonville, OH and PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description (Responsibilities)

• Licensing requirements: FINRA Series 7/63.
• Provides sales, service and execution support for new and ongoing client relationships.
• Gathers required documentation; prepares, reviews and verifies documents and relevant information for accuracy.
• Performs common processing and ensures compliance with standard regulations and processes; may administer implementation plans.
• Acts as a point of contact for clients, client teams or service partners and escalates client implementation and servicing issues as necessary.
• Initiates, updates and verifies client, account, or transaction details in relevant systems/applications; provides reports as needed.
• May perform general administrative support.

Employee Expectations

• 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.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for the role. Key qualifications include:

• Preferred Skills
  :
  Business Decisions, Client Counseling, Client Relationship Building, Competitive Advantages, Customer Experience (CX), Personal Initiative, Relationship Management, Results-Oriented.
• Competencies
  :
  Accuracy and Attention to Detail, Customer Support Policies, Standards and Procedures, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Managing Multiple Priorities, Problem Management Process, Products and Services, Sales Support and Administration.
• Work Experience
  :
  Typically requires 3+ years of related experience or product knowledge; an Associates degree or equivalent is normally required. A comparable combination of education, job‑specific certification, and experience (including military service) may be considered in lieu of a degree.
• Education
  :
  Associates.
• Certifications
  :
  No required certifications beyond FINRA Series 7 and 63 licenses.

Pay Transparency

Base Salary: $31,000.00 – $55,500.00 (salaries may vary based on geographic location, market data, and individual skills, experience, and education).

Application Window

Generally, this opening is expected to be posted for two business days from 12/02/2025, although it may be longer with business discretion.

Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future, including medical, prescription drug, dental and vision coverage (with Health Savings Account feature), life insurance, short and long‑term disability protection, 401(k) with PNC match, pension and stock purchase plans, dependent care reimbursement, backup child/elder care, adoption, surrogacy, and doula reimbursement, educational assistance, and a robust wellness program with financial incentives.

Paid time off includes maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days; 15 to 25 vacation days depending on career level and years of service.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at  Include “accommodation request” in the subject line, your name, the job , and preferred method of contact. All information will be kept confidential and used only to provide necessary accommodations.

Equal Employment Opportunity (EEO)

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 and applicable licensing acts.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice for details on how PNC may use or disclose your personal information.

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