Financial Services Professional

6 days ago


Louisville, Kentucky, United States PNC Financial Services Group Full time
Job Overview

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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