PNC Financial Services·4 days ago
4 days ago
Financial Advisor - PNC Wealth Advisor
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What you'll do
- Managing a portfolio of clients
- Developing tailored investment and financial plans
- Driving client relationships
- Delivering sound financial advice
What they're looking for
- University degree
- Relevant experience in financial advisory
- finra series 7 license
- finra series 66 license
- life and health insurance license
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Become part of our team as a Financial Advisor, managing a portfolio of clients and developing tailored investment and financial plans. Drive client relationships and deliver sound financial advice. Ideal for candidates with a university degree and relevant experience in financial advisory.
Skills
- finra series 7 license
- finra series 66 license
- life and health insurance license
- investment strategy development
- financial planning
- client relationship management
- insurance product knowledge
- financial analysis
- client prospecting
- sales management
- risk management
- coaching and training
- customer retention
- financial modeling
- credit risk analysis
- public speaking
- business development
- pipeline management
- customer experience management
- interpersonal relationships
- managing multiple priorities
Company
PNC Financial Services
Erie, United States of America
Company facts come from this company's own listings. We only show what the postings themselves carry.