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Senior Financial Consultant

2 months ago

Dayton, Ohio, United States PNC Financial Services Group Full time
Job Description

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

Key Responsibilities:
  • Financial Planning: Develop and implement comprehensive financial plans for clients, taking into account their individual needs and goals.
  • Investment and Insurance Strategies: Provide expert advice on investment and insurance strategies, helping clients make informed decisions about their financial resources.
  • Client Relationship Building: Build and maintain strong relationships with clients, understanding their financial needs and providing personalized service.
  • Business Development: Identify and pursue new business opportunities, growing and expanding our client base.
  • Team Collaboration: Work closely with internal business partners to identify investment opportunities and drive business growth.
Requirements:
  • FINRA Series 7 and 66 (or 63,65) Licenses: Required for this role.
  • Life and Health Insurance Licenses: Required for this role.
  • University Degree: Bachelor's degree or equivalent required.
  • Relevant Work Experience: 2+ years of experience in financial planning, investment, and insurance.
Benefits:
  • Comprehensive Benefits Package: Medical, dental, and vision coverage, as well as 401(k) and pension plans.
  • Professional Development Opportunities: Training and development programs to help you grow and succeed in your career.
  • Flexible Work Arrangements: Opportunities for remote work and flexible scheduling.
Why Join PNC Financial Services Group?

PNC Financial Services Group is a leading financial services company, committed to providing exceptional service and expertise to our clients. As a Senior Financial Advisor, you will have the opportunity to work with a talented team of professionals, develop your skills and expertise, and make a meaningful impact on our clients' financial lives.