Financial Services Professional

6 days ago


Greenville, North Carolina, United States PNC Financial Services Group Full time
Job Summary

PNC Financial Services Group is seeking a highly skilled and experienced Financial Advisor to join our team. 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
  • Client Acquisition and Retention
    • Develop and implement strategies to acquire and retain a book of business, including identifying and pursuing new business opportunities and building strong relationships with existing clients.
    • Provide exceptional customer service, responding to client inquiries and resolving issues in a timely and professional manner.
  • Financial Planning and Advice
    • Conduct thorough financial assessments of clients, identifying areas for improvement and developing personalized financial plans to help them achieve their goals.
    • Provide expert advice on investment and insurance strategies, including product recommendations and implementation.
  • Business Development and Growth
    • Identify and pursue new business opportunities, including networking and building relationships with potential clients and partners.
    • Develop and implement strategies to grow and expand the client base, including marketing and promotional activities.
  • Team Collaboration and Communication
    • Work closely with branch staff and internal business partners to identify investment opportunities and drive business results.
    • Communicate effectively with clients, colleagues, and management to ensure seamless execution of business plans and strategies.
Requirements
  • Education and Certifications
    • University/college degree required.
    • FINRA Series 7 and 66 (or 63,65) certification required.
    • Life and Health Insurance certification required.
  • Skills and Competencies
    • Strong knowledge of financial products and services.
    • Excellent communication and interpersonal skills.
    • Ability to work in a fast-paced environment and meet sales and service targets.
    • Strong analytical and problem-solving skills.
Benefits

PNC Financial Services Group 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 (with a Health Savings Account feature).
  • 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, including select programs fully paid.
  • A robust wellness program with financial incentives.

In addition, PNC Financial Services Group 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.


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