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Why you should apply for a job to PNC Financial Services Group:
73%
say women are treated fairly and equally to men 81%
say the CEO supports gender diversity Ratings are based on anonymous reviews by Fairygodboss members. Tuition-free and other education options available Up to 40 Hours Paid Time Off to Volunteer with Grow up Great Access to Progyny fertility coverage Position summary
If you are passionate about providing comprehensive financial advice and building client relationships, this role offers a strategic and supportive environment. We provide thorough training, administrative support, and cutting-edge technology to elevate your career. At PNC Investments, we value our employees and are committed to helping advisors build their future. Job Description
Consults on investment and insurance strategies, develops financial plans for clients, and grows a book of business. Manages client experience, handles sales and service efficiently, and refers opportunities to internal partners as appropriate. Builds and maintains client relationships through business development and networking. Enhances client loyalty and share of wallet by delivering exceptional service. Applies product knowledge to solve client problems effectively. Develops and implements tailored investment and insurance strategies, presents financial recommendations, and establishes financial plans based on client needs. Monitors and adjusts plans as necessary. Coaches internal partners to identify investment opportunities and promotes investment education. Communicates regularly with partners to build strong relationships and drive referrals. Meets with internal teams to review business results and pipeline, adheres to all laws and policies, and maintains high service standards. PNC employees are expected to be: Customer Focused
- Prioritizing customer needs and satisfaction in decision-making. Managing Risk
- Assessing and managing risks in line with PNC's framework. Qualifications
Candidates should demonstrate relevant skills, experience, and education. A degree plus 3+ years of industry experience is typical. Certifications are preferred but not required. Preferred Skills
Prospecting, relationship building, financial analysis, investment banking, public speaking, sales, and customer engagement skills are valued. Work Experience
Requires a university degree and 3+ years relevant experience. Certifications and licenses such as FINRA Series 7 and 66, and Life and Health Insurance are required. Benefits
PNC offers comprehensive benefits including health coverage, 401(k), pension, stock purchase plans, paid time off, and educational assistance. Details are available at Your PNC Total Rewards. Accommodations and EEO
We provide reasonable accommodations for applicants with disabilities. PNC is an equal opportunity employer, welcoming diversity and inclusion in the workplace.
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73%
say women are treated fairly and equally to men 81%
say the CEO supports gender diversity Ratings are based on anonymous reviews by Fairygodboss members. Tuition-free and other education options available Up to 40 Hours Paid Time Off to Volunteer with Grow up Great Access to Progyny fertility coverage Position summary
If you are passionate about providing comprehensive financial advice and building client relationships, this role offers a strategic and supportive environment. We provide thorough training, administrative support, and cutting-edge technology to elevate your career. At PNC Investments, we value our employees and are committed to helping advisors build their future. Job Description
Consults on investment and insurance strategies, develops financial plans for clients, and grows a book of business. Manages client experience, handles sales and service efficiently, and refers opportunities to internal partners as appropriate. Builds and maintains client relationships through business development and networking. Enhances client loyalty and share of wallet by delivering exceptional service. Applies product knowledge to solve client problems effectively. Develops and implements tailored investment and insurance strategies, presents financial recommendations, and establishes financial plans based on client needs. Monitors and adjusts plans as necessary. Coaches internal partners to identify investment opportunities and promotes investment education. Communicates regularly with partners to build strong relationships and drive referrals. Meets with internal teams to review business results and pipeline, adheres to all laws and policies, and maintains high service standards. PNC employees are expected to be: Customer Focused
- Prioritizing customer needs and satisfaction in decision-making. Managing Risk
- Assessing and managing risks in line with PNC's framework. Qualifications
Candidates should demonstrate relevant skills, experience, and education. A degree plus 3+ years of industry experience is typical. Certifications are preferred but not required. Preferred Skills
Prospecting, relationship building, financial analysis, investment banking, public speaking, sales, and customer engagement skills are valued. Work Experience
Requires a university degree and 3+ years relevant experience. Certifications and licenses such as FINRA Series 7 and 66, and Life and Health Insurance are required. Benefits
PNC offers comprehensive benefits including health coverage, 401(k), pension, stock purchase plans, paid time off, and educational assistance. Details are available at Your PNC Total Rewards. Accommodations and EEO
We provide reasonable accommodations for applicants with disabilities. PNC is an equal opportunity employer, welcoming diversity and inclusion in the workplace.
#J-18808-Ljbffr