Senior Financial Advisor
3 days ago
PNC Financial Services Group is seeking a highly skilled Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will be responsible for managing an assigned book of business and executing an advice and planning strategy focused on helping clients meet their savings, investing, and retirement goals.
You will work closely with our team of financial planning experts to create personalized solutions for clients. Our comprehensive, holistic, and strategic approach will help you build strong relationships with clients and drive business growth.
The ideal candidate will have a strong background in financial planning, investment, and insurance. You will be responsible for consulting with clients on investment and insurance strategies, developing financial plans, and growing and retaining an investment and insurance book of business.
We offer 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, and more.
PNC is an equal employment opportunity employer and welcomes applications from diverse candidates. If you are a motivated and experienced financial professional looking for a new challenge, we encourage you to apply for this exciting opportunity.
Key Responsibilities- Consult with clients on investment and insurance strategies
- Develop and implement financial plans for clients
- Grow and retain an investment and insurance book of business
- Manage client relationships and build strong relationships with internal business partners
- Stay up-to-date with industry trends and developments
- FINRA Series 7 and 66 (or 63,65) required
- Life and Health Insurance required
- 2+ years of relevant professional experience
- Bachelor's degree or equivalent
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Senior Financial Advisor
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Senior Financial Advisor
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