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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in developing and implementing investment and insurance strategies while maintaining strong client relationships. Proficient in financial analysis, risk management, and compliance with regulatory requirements.
Highest-signal resume keywords
FINRA Series 7FINRA Series 66Life and Health Insurance LicenseClient Relationship ManagementFinancial Analysis
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment Strategy DevelopmentFinancial PlanningCredit Risk AnalysisFinancial ModelingCustomer Engagement
Soft Skills
Effective CommunicationCoachingInterpersonal RelationshipsCustomer Experience ManagementManaging Multiple Priorities
Certifications & Qualifications
FINRA Series 7FINRA Series 66Life and Health Insurance License
Industry Keywords
Investment BankingClient ProspectingBusiness DevelopmentSales ManagementRisk Management
About the role
Key responsibilities & impact- Consult on investment and insurance strategies and develop financial plans for clients
- Grow and retain an investment and insurance book of business
- Own the client experience by handling sales and service, identifying opportunities, and making referrals
- Acquire, expand, and maintain client relationships through business development and client networking
- Grow client loyalty and share of wallet through an exceptional client experience
- Apply product and procedural knowledge to solve client problems appropriately and efficiently
- Develop and implement investment and insurance strategies
- Determine the best products to support client strategies
- Present financial recommendations and guidance
- Establish, monitor, and update individual financial plans based on client needs and objectives
- Coach and educate internal business partners to identify investment opportunities
- Drive investment education and visibility among internal business partners
- Communicate with internal and external partners to build relationships and drive referral activity
- Meet with internal business partners to communicate and review business results and pipeline management
- Meet service level agreements on lead and referral follow-up
- Adhere to applicable laws, regulations, policies, and guidelines
- Assess and manage risks associated with business objectives and activities in accordance with PNC's Enterprise Risk Management Framework
Requirements
What you’ll need- University/college degree typically required for roles at this level
- 3+ years of relevant/direct industry experience
- Comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree
- FINRA Series 7 and 66, or Series 7 and Series 63/65, required
- Life and Health Insurance license required
- Knowledge of client prospecting, relationship building, credit risk analysis, customer engagement, financial analysis, financial modeling, investment banking, and public speaking
- Competence in coaching others, customer experience management, customer retention, effective communications, interpersonal relationships, managing multiple priorities, prospecting, sales tasks and activities, and selling
- Must satisfy applicable FDIA Section 19, SAFE Act, and/or FINRA requirements regarding criminal history
- PNC will not provide employment visa sponsorship or participate in STEM OPT for this position
Benefits
Comp & perks- 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
- Up to 11 paid holidays each year
- 9 occasional absence days each year, unless otherwise required by law
- 15 to 25 vacation days each year, depending on career level
- Years-of-service benefits