Financial Advisor
PNC
full-time
Posted on:
Location Type: Office
Location: Alexandria • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- Consults on investment and insurance strategies
- 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
- Establishes individual financial plans based on client financial needs and objectives
- Monitors financial plans and recommends changes as needed
- Regularly meets with branch manager and other internal business partners
Requirements
- 2+ years of relevant professional experience
- Knowledge of investment and insurance strategies
- FINRA Series 7 and 66 (or 63,65) required
- Life and Health Insurance required
- Bachelor's degree or a comparable combination of education, job specific certification(s), and experience (including military service) may be considered
- Skills in Client Prospecting, Client Relationship Building, Credit Risk Analysis, and Financial Analysis
Benefits
- 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
- maternity and/or parental leave
- up to 11 paid holidays each year
- 8 occasional absence days each year
- between 15 to 25 vacation days each year, depending on career level; and years of service
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
investment strategiesinsurance strategiesfinancial planningcredit risk analysisfinancial analysisclient prospectingclient relationship building
Soft skills
client experience managementbusiness developmentnetworking
Certifications
FINRA Series 7FINRA Series 66Life InsuranceHealth Insurance