Investment Strategist

2 days ago


McAllen, Texas, United States PNC Financial Services Group Full time

PNC Financial Services Group is committed to fostering an inclusive and accessible workplace. As a Financial Advisor at PNC, you will play a vital role in delivering exceptional customer experiences and driving business growth.

Job Description

Our Investment Advisors work within a highly collaborative circuit of branches, managing an assigned book of business and executing advice and planning strategies to help clients meet their savings, investing, and retirement goals.

You will consult on investment and insurance strategies, develop financial plans for clients, grow and retain an investment and insurance book of business, and establish individual financial plans based on client financial needs and objectives.

We are passionate about our values and committed to helping our advisors build their future. Our team provides robust training programs, administrative support, and state-of-the-art technology designed to elevate your career.

Required Skills and Qualifications
  • Client prospecting and relationship building
  • Credit risk analysis and customer engagement
  • Financial analysis and modeling, public speaking, and relationship management
  • Coaching others, customer experience management, customer retention, effective communications, and interpersonal relationships
Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options 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.

Additionally, we provide paid time off, including maternity and/or parental leave, up to 11 paid holidays each year, and between 15 to 25 vacation days each year, depending on career level and years of service.