Financial Advisor - PNC Investments job opportunity at PNC Bank.

Home Jobs Advisor Financial Advisor - PNC Investments position at PNC Bank


bot
PNC Bank Financial Advisor - PNC Investments
Requires: 2-years - XP
Pattern: full-time
Country:
apply Apply Now
Salary:
Status:
Copy Link Report
Bachelor's (B.Sc.)
Louisville, United States Of America
Louisville....United States Of America

Licensing requirements: FINRA Series 7/66 (63/65). Life & #Health Insurance required. Consults on investment and insurance #strategies, as well as the #development of #financial plans for clients. Grows and retains an #investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate. Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently. --------------- Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed. Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity. Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines

Other Ai Matches

HR Operations Manager Senior Applicants are expected to have a solid experience in handling Human Resources related tasks
Financial Advisor - PNC Investments Applicants are expected to have a solid experience in handling Advisor related tasks
Relationship Manager I - Business Banking Applicants are expected to have a solid experience in handling Banking related tasks
Financial Wellness Consultant Applicants are expected to have a solid experience in handling Finance related tasks
Finance Specialist Senior Applicants are expected to have a solid experience in handling Finance related tasks
Security Engineer Applicants are expected to have a solid experience in handling Engineering related tasks
LOB Risk Specialist, Sr Applicants are expected to have a solid experience in handling Risk Specialist related tasks
Commercial Treasury Management Officer II Applicants are expected to have a solid experience in handling Management related tasks
Software Engineer Lead (Full Stack Eng) Applicants are expected to have a solid experience in handling Software Engineering related tasks
HR System Solution Architect- Workday Applicants are expected to have a solid experience in handling Human Resources related tasks
Business Analytics Consultant Senior - Balance Sheet Analytics & Modeling Applicants are expected to have a solid experience in handling consulting related tasks
Loan Support Analyst - Various Departments/Levels - Midland Loan Servicing Applicants are expected to have a solid experience in handling Support related tasks
Teller Applicants are expected to have a solid experience in handling Banker related tasks
Bilingual Korean Teller Applicants are expected to have a solid experience in handling Teller related tasks
Lead Software Engineer - C# / .Net / Angular Applicants are expected to have a solid experience in handling Software Engineering related tasks
LOB Risk Expert Applicants are expected to have a solid experience in handling Risk Expert related tasks
Software Engineer Lead - Informatica Support/Development Applicants are expected to have a solid experience in handling Software Engineering related tasks
Sales Leader II - C&IB Group Manager Applicants are expected to have a solid experience in handling Manager related tasks
Client Solution Specialist Sr Applicants are expected to have a solid experience in handling Sales related tasks
Personal Banker - FM 1960 Applicants are expected to have a solid experience in handling Banker related tasks
Credit Risk Review Advisor Senior - Commercial Lending Applicants are expected to have a solid experience in handling Advisor related tasks
Relationship Manager II - C&IB (F) Applicants are expected to have a solid experience in handling Manager related tasks
Lead Teller Applicants are expected to have a solid experience in handling Banking related tasks