PNC Financial Services·12 days ago
12 days ago
Financial Advisor - PNC Wealth Management
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What you'll do
- Guide clients in developing personalised financial plans and strategies
- Manage an assigned book of business
What they're looking for
- finra series 7 license
- finra series 66 license
- life and health insurance license
- relevant experience and expertise in financial advising
- strong client relationship skills
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
We are expanding our team: As a Financial Advisor within PNC Wealth Management, you will guide clients in developing personalised financial plans and strategies, managing an assigned book of business. Ideal candidates bring relevant experience and expertise in financial advising, with strong client relationship skills.
Skills
- finra series 7 license
- finra series 66 license
- life and health insurance license
- financial planning
- investment strategy
- client relationship management
- insurance strategy
- financial analysis
- financial modeling
- client prospecting
- credit risk analysis
- sales management
- coaching
- customer experience management
- risk management
- regulatory compliance
- business development
- public speaking
- pipeline management
- referral management
- customer retention
- interpersonal relationships
- managing multiple priorities
Company
PNC Financial Services
Okeechobee, United States of America
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