Financial Services Professional

7 days ago


Batesville, Indiana, United States PNC Financial Services Group Full time
Job Description

PNC Investments is seeking a highly skilled and motivated Financial Services Professional to join our team. As an Investment Advisor, you will be responsible for providing expert financial guidance and advice to clients, helping them achieve their long-term financial goals.

Key Responsibilities:
  • Develop and implement comprehensive financial plans for clients, taking into account their unique needs and objectives.
  • Provide expert advice on investment and insurance strategies, ensuring that clients' portfolios are aligned with their risk tolerance and financial goals.
  • Build and maintain strong relationships with clients, providing exceptional customer service and ensuring that their needs are met.
  • Stay up-to-date with market trends and economic conditions, making informed recommendations to clients and ensuring that their portfolios are optimized for maximum returns.
  • Collaborate with internal business partners to identify new business opportunities and drive growth.
Requirements:
  • FINRA Series 7 and 66 (or 63,65) licenses required.
  • Life and Health Insurance licenses required.
  • Strong analytical and problem-solving skills, with the ability to communicate complex financial concepts to clients.
  • Excellent customer service skills, with a focus on building strong relationships with clients.
  • Ability to work in a fast-paced environment, with a high level of accuracy and attention to detail.
What We Offer:
  • A comprehensive benefits package, including medical, dental, and vision coverage.
  • A 401(k) plan with company match.
  • Opportunities for professional growth and development, including training and education programs.
  • A dynamic and supportive work environment, with a focus on teamwork and collaboration.


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