Investment Banking Professional
5 days ago
Job Overview:
PNC Financial Services Group is seeking an Investment Advisor to join our team. As an Investment Advisor, you will be responsible for providing investment and insurance strategies to clients, growing and retaining a book of business, and owning the client experience.
Our ideal candidate will have a strong understanding of financial planning, investment banking, and customer engagement. They will be able to leverage their knowledge to create customized solutions for clients and build strong relationships with internal partners.
Key Responsibilities:
- Develop and implement investment and insurance strategies for clients
- Determine the best products to support such strategies
- Presents sound financial recommendations and guidance to clients
- Establish individual financial plans based on client financial needs and objectives
Requirements:
- Fundamental knowledge of financial planning and investment banking
- Ability to leverage knowledge to create customized solutions for clients
- Strong communication and interpersonal skills
- FINRA Series 7 and 66 (or 63,65) required
- Life and Health Insurance required
Benefits:
- Comprehensive 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
- Dependent care reimbursement account
- Back-up child/elder care
- Educational assistance, including select programs fully paid
Compensation:$80,000 - $110,000 per year, depending on experience and qualifications.
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