Financial Services Professional

2 weeks ago


Providence, Rhode Island, United States PNC Financial Services Group Full time
Job Summary

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

Key Responsibilities
  • Consult with clients to understand their financial needs and develop personalized financial plans.
  • Provide expert advice on investment and insurance strategies, as well as financial planning and wealth management.
  • Grow and retain a book of business by acquiring and expanding client relationships.
  • Develop and implement investment and insurance strategies for clients, determining the best products to support such strategies.
  • Present sound financial recommendations and guidance to clients, establishing individual financial plans based on client financial needs and objectives.
  • Monitor financial plans and recommend changes as needed, actively coaching and educating branch staff and internal business partners to identify investment opportunities.
Requirements
  • FINRA Series 7 and 66 (or 63,65) licenses required.
  • Life and Health Insurance licenses required.
  • University/college degree with < 1 year of professional experience and/or successful completion of a formal development program.
Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future, including 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.

PNC is an equal employment opportunity employer and welcomes applications from diverse candidates. If an accommodation is required to participate in the application process, please contact us via email at with "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email.



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