Current jobs related to Financial Advisor - Greenville - The PNC Financial Services Group, Inc

  • Financial Advisor

    5 months ago

    Greenville, United States First Command Financial Services, Inc Full time

    Financial Advisor 4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. ...

  • Financial Aid Advisor

    1 week ago

    Greenville, South Carolina, United States Paul Mitchell Schools Full time

    Job Title: Financial Aid AdvisorPaul Mitchell The School Greenville is seeking a qualified Financial Aid Advisor to join our team. As a Financial Aid Advisor, you will be responsible for creating and implementing a customer-focused financial aid plan that supports the Paul Mitchell Schools' culture, the admissions process, and service in the school.Key...

  • Financial Advisor Associate

    2 weeks ago

    Greenville, North Carolina, United States Godshall Recruiting Full time

    Job Summary:We are seeking a highly motivated and detail-oriented Financial Advisor Associate to join our team. In this role, you will provide administrative support to our financial advisors, assist with client onboarding, and contribute to the overall success of our financial services team.Key Responsibilities:Collaborate with financial advisors to provide...

  • Financial Advisor

    3 days ago

    Greenville, South Carolina, United States Atria Wealth Solutions Full time

    Job SummaryWe are seeking a highly skilled Financial Advisor to join our team at Truliant Federal Credit Union. As a Financial Advisor, you will be responsible for providing expert financial guidance and advice to our members, helping them achieve their financial goals and objectives.Key ResponsibilitiesPresents a professional image and cultivates strong...

  • Financial Assistance Advisor

    5 months ago

    Greenville, United States ECPI University Full time

    Overview: Financial Assistance Advisor This position will work at ECPI Universitys Greenville, SC campus located at 1001 Keys Drive. Transform your Career at ECPI University Since 1966, the dedicated employees at ECPI University have helped students achieve their goals via practical training and career-focused education with over 50 Associates, Bachelors and...

  • Associate Financial Advisor

    2 weeks ago

    greenville, United States Godshall Recruiting Full time

    Salary: $60-80KWhat is your perfect fit? Do you have a passion for the financial advising and investment industry with the sales pressure? Would you love to be a part of a diamond team where you have support from Senior leadership? Is the Greenwood, SC location desirable for you and your family? Are you looking for a career path to be an Advisor! Would you...

  • Associate Financial Advisor

    2 weeks ago

    Greenville, United States Godshall Recruiting Full time

    Salary: $60-80KWhat is your perfect fit? Do you have a passion for the financial advising and investment industry with the sales pressure? Would you love to be a part of a diamond team where you have support from Senior leadership? Is the Greenwood, SC location desirable for you and your family? Are you looking for a career path to be an Advisor! Would you...

  • Associate Financial Advisor

    1 week ago

    greenville, United States Godshall Recruiting Full time

    Salary: $60-80KWhat is your perfect fit? Do you have a passion for the financial advising and investment industry with the sales pressure? Would you love to be a part of a diamond team where you have support from Senior leadership? Is the Greenwood, SC location desirable for you and your family? Are you looking for a career path to be an Advisor! Would you...

  • Financial Solutions Advisor

    1 week ago

    Greenville, South Carolina, United States Carolina Foothills Federal Credit Union Full time

    Job DescriptionThe Financial Solutions Advisor is a key role at Carolina Foothills Federal Credit Union, responsible for providing exceptional member service and financial guidance. This position requires a strong understanding of credit union products and services, as well as excellent communication and interpersonal skills.Key Responsibilities:Provide...

  • Financial Planner

    2 weeks ago

    Greenville, South Carolina, United States First Command Financial Services, Inc Full time

    About the RoleFirst Command Financial Services, Inc. is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in helping military families achieve their financial goals.Key ResponsibilitiesPartner with local military organizations and units to engage with the military communityCoach military families on...

  • Financial Operations Coordinator

    3 days ago

    Greenville, South Carolina, United States NorthStar Financial & Retirement Planning Full time

    Job OverviewNorthStar Financial & Retirement Planning is seeking a skilled Financial Operations Specialist to join our team. As a key member of our operations team, you will play a vital role in ensuring the smooth day-to-day operations of our practice while providing exceptional customer service to our clients and prospects.This role will require you to...

  • Financial Planner

    4 weeks ago

    Greenville, South Carolina, United States First Command Financial Services, Inc Full time

    About the RoleFirst Command Financial Services, Inc. is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in helping military families achieve their financial goals.Key ResponsibilitiesPartner with local military organizations and units to engage with the military communityCoach military families on...

  • Financial Solutions Advisor

    2 weeks ago

    Greenville, South Carolina, United States Carolina Foothills Federal Credit Union Full time

    Job SummaryWe are seeking a highly skilled Financial Solutions Advisor to join our team at Carolina Foothills Federal Credit Union. As a key member of our staff, you will provide exceptional service to our members, assisting with financial transactions, opening new accounts, and advising on credit union products and services.Key ResponsibilitiesProvide...

  • Financial Services Professional

    2 months ago

    Greenville, South Carolina, United States First Command Financial Services, Inc Full time

    About Us:First Command Financial Services, Inc. is a leading provider of financial services to military families. Our company is committed to helping our clients achieve their financial goals and secure their financial futures.Job Summary:We are seeking a highly motivated and experienced Financial Services Professional to join our team as a Veteran Financial...

  • Patient Financial Services Advisor

    4 weeks ago

    Greenville, North Carolina, United States Physicians East Full time

    Job Title: Patient Financial Services AdvisorWe are seeking a highly skilled Patient Financial Services Advisor to join our team at Physicians East. As a Patient Financial Services Advisor, you will be responsible for researching, investigating, and resolving outstanding medical patient accounts receivable. You will also be responsible for communicating and...

  • Experienced Financial Consultant

    2 days ago

    Greenville, South Carolina, United States Stone Press Financial Group Full time

    Job OpportunityStone Press Financial Group is seeking a skilled Experienced Financial Advisor to collaborate with our team. The ideal candidate will possess a deep understanding of financial products and services, as well as excellent communication skills to effectively advise clients on their financial objectives and risk tolerance.Key...

  • Investment Advisor

    5 months ago

    Greenville, United States The Ladders Full time

    Description Are you an Investment Advisor looking to take your career to the next level? Join The Pelora Group in Greenville, SC, US, where you can earn an impressive annual salary ranging from $150,000 to $350,000 or more! Our team is dedicated to helping clients achieve their financial goals through expert financial planning and strategic investment...

  • Wealth Advisor

    1 week ago

    Greenville, North Carolina, United States New York Life Full time

    Unlock Your Potential as a Wealth AdvisorAre you a leader who embodies the following traits? Competitive, Entrepreneurial, Coachable, Communicative, Self-disciplined, and Authentic. If so, consider a career as a professional wealth advisor, driving positive impact in the lives of families every day.About the RoleAs a wealth advisor, you'll be responsible for...

  • Private Client Advisor

    7 days ago

    Greenville, South Carolina, United States Greenwood Capital Associates Full time

    Job DescriptionGreenwood Capital Associates is seeking a talented and knowledgeable professional to serve as a Private Client Advisor for its Greenville Office location.The role of a Private Client Advisor at Greenwood Capital is to work within our "Diamond Team" structure with both internal and external responsibilities.Internally, the Private Client...

  • Financial Planner

    4 weeks ago

    Greenville, South Carolina, United States Wealth Enhancement Group Full time

    About Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to enriching the lives of our clients through personalized financial planning and investment management services. With a team-based approach and a passion for excellence, we strive to perfect our craft and provide unique financial plans and...

Financial Advisor

3 months ago

Greenville, United States The PNC Financial Services Group, Inc Full time
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. 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.

Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Investments advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC's referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors' success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Investments, we are passionate about our values and helping our advisors build their future.

Job Description
  • Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
  • Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.
  • Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.
  • Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
  • Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.
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.


Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred Skills
Client Prospecting, Client Relations, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management

Competencies
Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling.

Work Experience
Roles at this level typically require a 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.

Education
Associates

Certifications
No Required Certification(s)

Licenses
FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.

Benefits

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; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.

In addition, PNC generally provides the following paid time off, depending on your eligibility*: 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.

To learn more about these and other programs, including benefits for full time and part-time employees, visit pncbenefits.com > New to PNC.

*For more information, please click on the following links:

Time Away from Work

PNC Full-Time Benefits Summary

PNC Part-Time Benefits Summary

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at AccommodationR[redacted]. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call [redacted] 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.

At PNC we foster an inclusive and accessible workplace. 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.

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.

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.