PNC

Financial Advisor

PNC

full-time

Posted on:

Location Type: Hybrid

Location: Remote • Colorado • United States

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Salary

💰 $55,000 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.
  • Grows client loyalty and share of wallet through an exceptional client experience.
  • Applies product and procedural knowledge to solve client problems appropriately and efficiently.
  • 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.
  • In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results.
  • Shows urgency with activities and leads by example.
  • 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
  • a university / college degree, or a comparable combination of education, job specific certification(s), and experience (including military service)
  • 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 & Health Insurance licenses 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, 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 ProspectingClient Relationship BuildingCredit Risk AnalysisCustomer EngagementFinancial AnalysisFinancial ModelingInvestment Banking
Soft Skills
Public SpeakingRelationship BuildingRelationship Management
Certifications
FINRA Series 7FINRA Series 66Life & Health Insurance licenses