Financial Advisor
PNC
full-time
Posted on:
Location Type: Office
Location: Woodridge • Illinois • United States
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Salary
💰 $75,000 per year
About the role
- Consults on investment and insurance strategies, as well as the 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
- Identifies sales and/or executing opportunities and making referrals to internal business partners
- Acquires, expands and maintains client relationships through business development and client networking
- Grows client loyalty and share of wallet through an exceptional client experience
- Develops and implements investment and insurance strategies for clients
- Determines the best products to support such strategies
- Presents sound financial recommendations and guidance to 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
- Drives investment education and visibility among branch staff
- Leads the branch team on actions to achieve investment results
- Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity
- Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management
- 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 or a comparable combination of education, job-specific certification(s), and experience (including military service)
- FINRA Series 7 and 66 (or 63,65) required
- Life and Health Insurance required
- 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
- robust wellness program with financial incentives
- maternity and/or parental leave
- paid holidays each year
- occasional absence days each year
- vacation days each year
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 BankingClient Prospecting
Soft skills
Client Relationship BuildingCustomer EngagementPublic SpeakingRelationship BuildingRelationship Management
Certifications
FINRA Series 7FINRA Series 66Life InsuranceHealth Insurance