Licensed Investment Services Consultant
PNC
full-time
Posted on:
Location Type: Remote
Location: Remote • Pennsylvania • 🇺🇸 United States
Visit company websiteSalary
💰 $37,000 - $83,590 per year
Job Level
Mid-LevelSenior
About the role
- Actively and regularly coach and educate internal eco partners to drive investment visibility
- Identify investment opportunities and lead team on actions to achieve investment results
- Communicate effectively with internal and external partners to build strong relationships that drive referral activity
- Make referrals to internal business partners as appropriate
- Promote PNC's products and services to clients demonstrating how PNC can help them achieve financial goals
- Identify opportunities through meaningful conversations with customers
- Develop and implement investment and insurance strategies and provide sound guidance for clients
- Apply product and procedural knowledge to solve client problems appropriately and efficiently
- Own and manage the end-to-end client experience, handling service transactions and executing sales opportunities
- Create customer loyalty and grow customer share of wallet through a differentiated customer experience
- Meet service level agreements on lead and referral follow up as it relates to service and sales opportunities
- Adhere to all applicable laws, regulations, policies and guidelines while maintaining accurate, complete and timely documentation for transactional activity completed on client accounts.
Requirements
- Preferred Skills Client Prospecting
- Client Relationship Building
- Credit Risk Analysis
- Customer Engagement
- Financial Analysis
- Financial Modeling
- Investment Banking
- Public Speaking
- Relationship Building
- Relationship Management Competencies Accuracy and Attention to Detail
- Coaching Others
- Customer Experience Management.
- Customer Retention
- Effective Communications
- Knowledge Of Customers
- Matrix Management
- Problem Solving
- Products and Services
- Prospecting
- Relationship Management
- Value Selling Work Experience Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program.
- In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
- Education Associates Certifications No Required Certification(s) Licenses FINRA Series 7, 66 (or 63 & 65) required.
- Life and Health Insurance required.
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, unless otherwise required by law
- 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
Client ProspectingCredit Risk AnalysisFinancial AnalysisFinancial ModelingInvestment BankingCoaching OthersCustomer Experience ManagementProblem SolvingValue Selling
Soft skills
Client Relationship BuildingCustomer EngagementPublic SpeakingRelationship BuildingRelationship ManagementAccuracy and Attention to DetailEffective CommunicationsKnowledge Of CustomersMatrix ManagementCustomer Retention
Certifications
FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65Life and Health Insurance