Financial Services Consultant
5 days ago
Job Overview:
PNC Financial Services Group is a leading financial institution dedicated to delivering exceptional customer experiences and driving business success. As an Investment Advisor within our organization, you will play a vital role in helping clients achieve their financial goals.
About the Role:
We are seeking a highly skilled and motivated Investment Advisor to join our team. In this role, you will be responsible for providing personalized investment advice and planning strategies to clients, while also managing an assigned book of business.
Main Responsibilities:
- Client Engagement: Build and maintain strong relationships with clients, understanding their financial needs and goals, and developing tailored investment plans to meet their objectives.
- Investment Advice: Provide expert guidance on investment strategies, product recommendations, and risk management techniques to help clients achieve their financial objectives.
- Business Development: Grow and retain a portfolio of client relationships, identifying opportunities to expand services and increase revenue.
- Product Knowledge: Stay up-to-date with industry trends and products, applying your knowledge to recommend suitable investment solutions for clients.
- Collaboration: Work closely with internal teams, including branch managers and sales associates, to drive business results and achieve investment goals.
Requirements:
- FINRA Series 7 and 66 Licenses: Required for this role, as you will be working with complex investment products and strategies.
- Life and Health Insurance Licenses: Also required, as you will be advising clients on insurance solutions.
- University Degree: A bachelor's degree in finance, economics, or a related field is preferred, but not mandatory.
What We Offer:
- Competitive Salary: $54,625 - $115,000 per year, based on experience and performance.
- Incentive Eligibility: Opportunities to earn additional income through performance-based incentives.
- Benefits Package: Comprehensive benefits, including medical, dental, vision, 401(k) matching, and more.
- Paid Time Off: Generous paid vacation, sick leave, and holidays.
About PNC:
PNC Financial Services Group is committed to fostering an inclusive and accessible work environment. We provide reasonable accommodations to qualified individuals with disabilities and equal employment opportunities to all applicants.
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