Financial Services Professional
6 days ago
Role Summary
PNC Financial Services Group is seeking a highly skilled Financial Advisor to join our team in Louisville, KY. As a Branch Financial Advisor, you will be based in the Plainview Branch and will be responsible for providing exceptional customer service and financial guidance to our clients.
Key Responsibilities
- Develop and implement comprehensive financial plans for clients, taking into account their unique needs and goals.
- Consult with clients on investment and insurance strategies, and provide recommendations on the best products to support their financial objectives.
- Grow and retain a book of business by acquiring new clients and expanding existing relationships.
- Collaborate with internal business partners to identify investment opportunities and drive referral activity.
- Stay up-to-date on industry trends and regulatory requirements, and ensure compliance with all applicable laws and regulations.
Requirements
- FINRA Series 7 and 66 (or 63,65) licenses required.
- Life and Health Insurance licenses required.
- Strong communication and interpersonal skills, with the ability to build and maintain strong relationships with clients and colleagues.
- Ability to work in a fast-paced environment and prioritize multiple tasks and responsibilities.
- Strong analytical and problem-solving skills, with the ability to think critically and make sound financial recommendations.
What We Offer
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.
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