Financial Services Professional

1 week ago


Montvale, New Jersey, United States The PNC Financial Services Group, Inc Full time
Job Description

Position Overview

PNC Investments is seeking a highly skilled and motivated Financial Services Professional to join our team. As a Financial Services Professional, you will be responsible for providing exceptional client service and developing long-term relationships with our clients.

Key Responsibilities

  • Consult on investment and insurance strategies to help clients achieve their financial goals.
  • Develop and implement comprehensive financial plans tailored to each client's unique needs and objectives.
  • Grow and retain a book of business by identifying and pursuing new business opportunities.
  • Collaborate with internal business partners to deliver exceptional client experiences.

Requirements

  • FINRA Series 7 and 66 (or 63,65) licenses required.
  • Life and Health Insurance licenses required.
  • Strong communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet sales targets.

About PNC

PNC Investments is a leading provider of investment and insurance services. We are committed to delivering exceptional client experiences and helping our clients achieve their financial goals.



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