Financial Advisor – PNC Investments
| Company | PNC Financial Services |
|---|---|
| Location | Yellow Springs, OH, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior, Mid Level |
Requirements
- FINRA Series 7 and 66 (or 63,65) required
- Life and Health Insurance required
- 2+ years of relevant professional experience
- University/college degree or a comparable combination of education, job specific certification(s), and experience
Responsibilities
- 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
- Acquires, expands and maintains client relationships through business development and client networking
- Develops and implements investment and insurance strategies for clients
- Presents sound financial recommendations and guidance to clients
- Monitors financial plans and recommends changes as needed
- Actively and regularly coaches and educates branch staff and internal business partners
- Drives investment education and visibility among branch staff
- 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