PNC

Financial Advisor

PNC

full-time

Posted on:

Location Type: Office

Location: Westminster • Maryland • Pennsylvania • United States

Visit company website

Explore more

✨ AI Apply
Apply

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, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
  • Acquires, expands and maintains client relationships through business development and client networking.
  • Develops and implements investment and insurance strategies for clients.
  • Determines the best products to support such strategies.
  • Establishes individual financial plans based on client financial needs and objectives.
  • Monitors financial plans and recommends changes as needed.

Requirements

  • 2+ years of relevant professional experience
  • Client Prospecting
  • Client Relationship Building
  • Credit Risk Analysis
  • Customer Engagement
  • Financial Analysis
  • Financial Modeling
  • Investment Banking
  • Public Speaking
  • Relationship Building
  • Relationship Management
  • FINRA Series 7 and 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
  • 9 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 & Tools
Financial AnalysisFinancial ModelingCredit Risk AnalysisInvestment Banking
Soft Skills
Client Relationship BuildingClient ProspectingCustomer EngagementPublic SpeakingRelationship Management
Certifications
FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65Life InsuranceHealth Insurance