PNC Financial Services·12 days ago
12 days ago
Financial Advisor - PNC Wealth Management
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What you'll do
- consult on investment and insurance strategies
- develop tailored financial plans
- manage a portfolio of clients
What they're looking for
- 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
Take on the role of Financial Advisor within PNC Wealth Management, where you will consult on investment and insurance strategies, develop tailored financial plans, and manage a portfolio of clients. Ideal candidates bring relevant experience and expertise in financial advising, with strong client relationship skills and a commitment to delivering exceptional service.
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
- business development
- financial modeling
- client retention
- public speaking
- credit risk analysis
- customer engagement
- pipeline management
- interpersonal relationships
- managing multiple priorities
Company
PNC Financial Services
Carmel, United States of America
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