As a Financial Advisor within PNC Wealth Management, you will consult on investment and insurance strategies, grow and retain a client base, and own the client experience. You will also acquire, expand, and maintain client relationships through business development and client networking. The role requires a university/college degree and 2+ years of relevant professional experience, with a FINRA Series 7 and 66 (or 63,65) license and Life and Health Insurance license required.
Requirements
- Consults on investment and insurance strategies
- Grows and retains an investment and insurance book of business
- Owns the client experience
- Acquires, expands, and maintains client relationships
- Develops and implements investment and insurance strategies
- 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
Benefits
- Medical/prescription drug coverage
- 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
- Wellness program with financial incentives