Financial Services Professional

1 week ago

Leonardtown, Maryland, United States PNC Financial Services Group Full time
Job Overview

Position Summary

Role DescriptionAt PNC Financial Services Group, we value our employees as our greatest asset. We strive to create an inclusive workplace culture where all employees feel respected, valued, and empowered to contribute to the company's success. As a Financial Advisor within PNC Investments, you will be based in Leonardtown, MD.

Financial Advisors work within a bank branch and collaborate with a circuit of branches to manage an assigned book of business. PNC Investments advisors execute a comprehensive advice and planning strategy focused on helping clients achieve their savings, investing, and retirement goals. Our team of financial planning experts guides you in creating personalized solutions for clients. Our holistic approach ensures that all parties are aligned and working towards a common goal. PNC's referral program and culture foster teamwork, resulting in branch partners having a vested interest in our advisors' success. We provide a robust training program, administrative support, and state-of-the-art technology to elevate your career. At PNC Investments, we are passionate about our values and committed to helping our advisors build their future.

Key Responsibilities

  • Develop and implement investment and insurance strategies for clients, determining the best products to support these strategies.
  • Present sound financial recommendations and guidance to clients, establishing individual financial plans based on client financial needs and objectives.
  • Acquire, expand, and maintain client relationships through business development and client networking, growing client loyalty and share of wallet through an exceptional client experience.
  • Actively coach and educate branch staff and internal business partners to identify investment opportunities, driving investment education and visibility among branch staff.
  • Regularly meet with branch manager and other internal business partners to communicate and review business results and pipeline management, adhering to all applicable laws, regulations, policies, and guidelines.


Requirements

  • Customer Focus - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions.
  • Risk Management - Assessing and effectively managing all risks associated with business objectives and activities to ensure adherence to PNC's Enterprise Risk Management Framework.


Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for the role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.



Preferred Skills

  • Client Prospecting, Client Relations, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management


Competencies

  • Coaching Others, Customer Experience Management, Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting, Sales Tasks And Activities, Selling


Work Experience

Roles at this level typically require a university/college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience (including military service) may be considered.



Education

Associates



Certifications

No Required Certification(s)



Licenses

FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.



Benefits

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 (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.



To learn more about these and other programs, including benefits for full-time and part-time employees, visit > New to PNC.



*For more information, please click on the following links:



Time Away from Work



PNC Full-Time Benefits Summary



PNC Part-Time Benefits Summary



Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at Please include "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. Emails not related to accommodation requests will not receive responses. Applicants may also call and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.




At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.



Equal Employment Opportunity (EEO)


PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.



California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

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