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Financial Services Professional

2 months ago

Boca Raton, Florida, United States PNC Financial Services Group Full time
Job Summary

PNC Financial Services Group is seeking a highly skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing expert financial guidance and advice to clients, helping them achieve their financial goals and objectives.

Key Responsibilities
  • Financial Planning and Advice
    • Develop and implement comprehensive financial plans for clients, taking into account their unique financial situations and goals.
    • Provide expert advice on investment and insurance strategies, helping clients make informed decisions about their financial futures.
  • Client Relationship Management
    • Build and maintain strong relationships with clients, understanding their financial needs and providing personalized service and support.
    • Grow and retain a book of business, identifying new opportunities and developing strategies to increase client loyalty and retention.
  • Business Development and Networking
    • Develop and execute business development plans, identifying new opportunities and partnerships to drive growth and revenue.
    • Network and build relationships with internal and external partners, including branch staff, investment sales associates, and other stakeholders.
  • Product and Procedural Knowledge
    • Stay up-to-date on industry trends and developments, ensuring expertise in investment and insurance products and procedures.
    • Apply product and procedural knowledge to solve client problems and provide expert advice.
Requirements
  • Education and Certifications
    • Associates degree or higher required.
    • FINRA Series 7 and 66 (or 63,65) certification required.
    • Life and Health Insurance certification required.
  • Skills and Competencies
    • Strong financial planning and analysis skills.
    • Excellent communication and interpersonal skills.
    • Ability to build and maintain strong relationships with clients and stakeholders.
    • Strong business development and networking skills.
    • Ability to stay up-to-date on industry trends and developments.
Benefits

PNC Financial Services Group 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 Financial Services Group 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.