Lead Financial Consultant

2 weeks ago

Beachwood, Ohio, United States PNC Financial Services Group Full time
Position Overview

At PNC Financial Services Group, our employees are our most valuable asset and a key differentiator in the competitive landscape. We are committed to providing an exceptional experience for our clients. Our collaborative environment promotes an inclusive culture where every team member feels appreciated, respected, and empowered to contribute to the organization’s success. As a Senior Investment Advisor within PNC Investments, you will play a crucial role in our operations.

Job Responsibilities
  • Provide expert consultation on investment and insurance solutions, along with the formulation of comprehensive financial plans for clients. Manage and enhance an investment and insurance portfolio, ensuring a superior client experience by effectively addressing sales and service needs while identifying opportunities for referrals to internal partners.
  • Establish, nurture, and expand client relationships through proactive business development and networking efforts. Enhance client loyalty and increase share of wallet by delivering an outstanding client experience, applying product knowledge to resolve client issues efficiently.
  • Design and execute tailored investment and insurance strategies for clients. Assess and recommend the most suitable products to support these strategies. Deliver sound financial advice and develop personalized financial plans based on client objectives and needs, continuously monitoring and adjusting plans as necessary.
  • Regularly mentor and educate internal partners to identify investment opportunities. Promote investment education and visibility among colleagues, demonstrating urgency in activities and leading by example. Maintain effective communication with both internal and external partners to foster strong relationships that drive referral activity.
  • Conduct regular meetings with internal partners to review business outcomes and manage the referral pipeline. Ensure compliance with service level agreements regarding lead follow-up and adhere to all relevant laws, regulations, and company policies.
Core Competencies

Successful candidates will exhibit the necessary knowledge, skills, and abilities for this role.

Preferred Skills
Client Acquisition, Relationship Management, Risk Assessment, Customer Engagement, Financial Analysis, Investment Strategy, Public Speaking, Networking, Sales Management

Key Competencies
Coaching, Customer Experience Management, Client Retention, Effective Communication, Interpersonal Skills, Multi-tasking, Sales Activities

Experience Requirements
Typically requires a university degree with a minimum of 2 years of relevant professional experience. A combination of education, job-specific certifications, and experience may be considered in lieu of a degree.

Educational Background
Bachelor's Degree

Licensing Requirements
FINRA Series 7 and 66 (or 63, 65) required. Life and Health Insurance license required.

Benefits Overview

PNC offers a comprehensive benefits package designed to meet your current and future needs. Full-time employees may be eligible for options including medical coverage, dental and vision plans, life insurance, disability protection, 401(k) with company match, pension plans, and educational assistance.

Additionally, PNC provides paid time off, including maternity and parental leave, holidays, vacation days, and occasional absence days, depending on eligibility.

Commitment to Diversity

PNC is dedicated to fostering an inclusive and accessible workplace. We provide reasonable accommodations to applicants and employees with disabilities to ensure they can perform essential job functions.

Equal Opportunity Employment

PNC is an equal opportunity employer, committed to diversity and inclusion in the workplace.

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