Financial Advisor
PNC
full-time
Posted on:
Location Type: Office
Location: Elkhart • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- Consults on investment and insurance strategies and 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
- 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
- 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
- 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
- Meets service level agreements on lead and referral follow up
- Adheres to all applicable laws, regulations, policies and guidelines
Requirements
- 2+ years of relevant professional experience
- university / college degree
- Client Prospecting
- Client Relationship Building
- Credit Risk Analysis
- Customer Engagement
- Financial Analysis
- Financial Modeling
- Investment Banking
- Public Speaking
- Relationship Building
- Relationship Management
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
Financial AnalysisFinancial ModelingCredit Risk AnalysisInvestment Banking
Soft skills
Client Relationship BuildingCustomer EngagementPublic SpeakingRelationship ManagementCoachingCommunicationBusiness Development
Certifications
University DegreeCollege Degree