Financial Services Professional

6 days ago

Boca Raton, Florida, United States PNC Financial Services Group Full time
Job Summary

We are seeking a highly skilled Financial Advisor to join our team at PNC Investments. As a Financial Advisor, you will be responsible for providing expert financial guidance and advice to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities
  • Consult with clients to understand their financial needs and goals, and develop personalized financial plans to help them achieve those goals.
  • Provide expert advice on investment and insurance strategies, and help clients make informed decisions about their financial resources.
  • Grow and retain a book of business by identifying new sales opportunities and building strong relationships with clients.
  • Collaborate with internal business partners to develop and implement financial plans, and provide ongoing support and guidance to clients.
  • Stay up-to-date on industry trends and developments, and apply that knowledge to provide the best possible service to clients.
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 strong relationships with clients and internal business partners.
  • Ability to work in a fast-paced environment and prioritize multiple tasks and responsibilities.
  • Strong analytical and problem-solving skills, with the ability to analyze complex financial data and develop effective solutions.
What We Offer

PNC 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, 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, and a robust wellness program with financial incentives.

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave, up to 11 paid holidays each year, 8 occasional absence days each year, unless otherwise required by law, between 15 to 25 vacation days each year, depending on career level, and years of service.

To learn more about these and other programs, including benefits for full-time and part-time employees, visit https://www.pnc.com/careers.

PNC is an equal employment opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and accessible workplace, and provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

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