Financial Advisor
PNC
full-time
Posted on:
Location Type: Remote
Location: Remote • New Jersey • 🇺🇸 United States
Visit company websiteSalary
💰 $55,000 per year
Job Level
JuniorMid-Level
About the role
- Consults on investment and insurance strategies
- Owns the client experience, handling sales and service
- Grows client relationships through business development
- Applies product knowledge to solve client problems
- Establishes financial plans based on client needs
- Drives investment education among branch staff
Requirements
- 2+ years of relevant professional experience
- Bachelor's degree
- FINRA Series 7 and 66 (or 63,65) required
- Life & Health Insurance licenses required
- Strong client prospecting and relationship building skills
- Effective communication and sales skills
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
investment strategiesinsurance strategiesfinancial planningclient problem solving
Soft skills
client experience managementbusiness developmentrelationship buildingcommunication skillssales skills
Certifications
FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65Life Insurance licenseHealth Insurance license