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Financial Services Professional

2 months ago

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

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

Key Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with clients, understanding their financial needs and goals, and providing tailored investment advice and solutions.
  • Investment Planning: Create comprehensive investment plans for clients, taking into account their risk tolerance, financial situation, and investment objectives.
  • Product and Service Knowledge: Stay up-to-date on the latest financial products and services, and recommend the most suitable options for clients.
  • Business Development: Identify new business opportunities and develop strategies to grow and retain client relationships.
  • Team Collaboration: Work closely with other financial professionals to provide a seamless and comprehensive financial experience for clients.
Requirements
  • Education: Bachelor's degree in a related field, such as finance, economics, or business.
  • Experience: 1-2 years of experience in a financial services role, preferably in investment advisory or wealth management.
  • Certifications: FINRA Series 7 and 66 (or 63,65) required, Life and Health Insurance required.
What We Offer
  • Competitive Compensation: Competitive salary and bonus structure.
  • Comprehensive Benefits: Medical, dental, and vision coverage, 401(k) with PNC match, pension and stock purchase plans.
  • Professional Development: Opportunities for training and professional growth, including certification programs and industry events.

PNC Financial Services Group is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and accessible workplace.