Financial Advisor – PNC Investments
| Company | PNC Financial Services |
|---|---|
| Location | Auburn Hills, MI, USA, Grand Blanc, MI, USA, Pontiac, MI, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior, Mid Level |
Requirements
- Knowledge of investment and insurance strategies
- Ability to develop financial plans for clients
- FINRA Series 7 and 66 (or 63, 65) required
- Life and Health Insurance required
- University/college degree or comparable combination of education and experience
Responsibilities
- Consults on investment and insurance strategies and develops financial plans for clients
- Grows and retains an investment and insurance book of business
- Acquires, expands, and maintains client relationships through business development and networking
- Develops and implements investment and insurance strategies for clients
- Monitors financial plans and recommends changes as needed
- Coaches and educates branch staff and internal business partners
- Regularly meets with branch manager and other internal business partners to communicate and review business results
Preferred Qualifications
- Client Prospecting
- Client Relationship Building
- Credit Risk Analysis
- Customer Engagement
- Financial Analysis
- Financial Modeling
- Investment Banking
- Public Speaking
- Relationship Building
- Relationship Management
- Coaching Others
- Customer Experience Management
- Customer Retention
- Effective Communications
- Interpersonal Relationships
- Managing Multiple Priorities
- Prospecting
- Sales Tasks And Activities
- Selling