Financial Advisor – PNC Investments
| Company | PNC Financial Services |
|---|---|
| Location | Fort Wayne, IN, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior, Mid Level |
Requirements
- University/college degree
- 2+ years of relevant professional experience
- FINRA Series 7 and 66 (or 63, 65) required
- Life and Health Insurance required
- Knowledgeable of customer needs and satisfaction
- Ability to assess and manage risks associated with business objectives
Responsibilities
- Consults on investment and insurance strategies and develops financial plans for clients
- Grows and retains an investment and insurance book of business
- Owns the client experience and handles sales and service
- Acquires, expands, and maintains client relationships through business development
- Develops and implements investment and insurance strategies for clients
- Presents financial recommendations and guidance to clients
- Monitors financial plans and recommends changes as needed
- Coaches and educates branch staff and internal business partners
- Communicates and reviews business results with branch manager and internal partners
Preferred Qualifications
- Client Prospecting
- Client Relationship Building
- Credit Risk Analysis
- Customer Engagement
- Financial Analysis
- Financial Modeling
- Investment Banking
- Public Speaking
- Relationship Building
- Relationship Management