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Financial Services Professional
2 months ago
PNC Financial Services Group is seeking a highly skilled and motivated individual to join our team as a Financial Advisor. As a key member of our team, you will be responsible for providing exceptional client service, growing and retaining an investment and insurance book of business, and developing and implementing financial plans for clients.
Key Responsibilities- Consult with clients to understand their financial goals and objectives, and develop personalized financial plans to help them achieve their goals.
- Grow and retain an investment and insurance book of business by identifying and pursuing new business opportunities, and building strong relationships with clients.
- Develop and implement investment and insurance strategies for clients, and present sound financial recommendations and guidance to clients.
- Monitor financial plans and recommend changes as needed to ensure clients are on track to meet their financial goals.
- Actively and regularly coach and educate branch staff and internal business partners to identify investment opportunities, and drive investment education and visibility among branch staff.
- Bachelor's degree in a related field, such as finance, accounting, or business.
- FINRA Series 7 and 66 (or 63,65) licenses, and Life and Health Insurance licenses.
- Strong communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
- Ability to work in a fast-paced environment, and adapt to changing priorities and deadlines.
- Strong analytical and problem-solving skills, with the ability to analyze complex financial data and develop effective solutions.
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, 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.
In addition, PNC Financial Services Group provides paid time off, including up to 11 paid holidays each year, 8 occasional absence days each year, and between 15 to 25 vacation days each year, depending on career level and years of service.
We are an equal employment opportunity employer and welcome applications from diverse candidates. If you require an accommodation to participate in the application process, please contact us via email at accommodation.request@pnc.com and include your name, the job ID, and your preferred method of contact in the body of the email.