Strategic Financial Solutions Expert
2 days ago
About the Role:
This is a fantastic opportunity to work with a highly collaborative circuit of branches, managing an assigned book of business and executing a advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. As a Strategic Financial Solutions Expert, you will be responsible for consulting on investment and insurance strategies, developing financial plans for clients, and growing and retaining an investment and insurance book of business.
Key Responsibilities:
Acquire, expand and maintain client relationships through business development and client networking.
Develop and implement investment and insurance strategies for clients, determining the best products to support such strategies and presenting sound financial recommendations and guidance to clients.
Establish individual financial plans based on client financial needs and objectives, monitoring financial plans and recommending changes as needed.
Actively coach and educate branch staff and internal business partners to identify investment opportunities and drive investment education and visibility among branch staff.
Regularly communicate and review business results and pipeline management with branch manager and other internal business partners.
Requirements:
The successful candidate will have 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. Required certifications include FINRA Series 7 and 66 (or 63,65) and Life and Health Insurance. A strong understanding of customer engagement, financial analysis, and sales tasks and activities is essential.
What We Offer:
PNC provides a comprehensive range of benefits to help meet your needs now and in the future, including medical/prescription drug coverage, 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, and a robust wellness program with financial incentives. Additionally, we offer up to 11 paid holidays each year, 8 occasional absence days each year, between 15 to 25 vacation days each year, and maternity and/or parental leave.
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