Financial Advisor
PNC
full-time
Posted on:
Location Type: Office
Location: Pottstown • Pennsylvania • United States
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About the role
- Consults on investment and insurance strategies
- Grows and retains an investment and insurance book of business
- Owns the client experience, handling sales and service
- Identifies sales opportunities and makes referrals to internal partners
- Acquires, expands and maintains client relationships
- Develops and implements investment and insurance strategies for clients
- Monitors financial plans and recommends changes as needed
- Coaches and educates branch staff on investment opportunities
- Communicates regularly with internal and external partners
Requirements
- 2+ years of relevant professional experience
- Bachelor's degree
- 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
- a robust wellness program with financial incentives
- maternity and/or parental leave
- up to 11 paid holidays each year
- 9 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 & Tools
Client ProspectingCredit Risk AnalysisFinancial AnalysisFinancial ModelingInvestment Banking
Soft Skills
Client Relationship BuildingCustomer EngagementPublic SpeakingRelationship BuildingRelationship Management
Certifications
FINRA Series 7FINRA Series 66Life and Health Insurance