PNC Financial Services·4 days ago
4 days ago
Financial Advisor -PNC Wealth Management
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What you'll do
- Manage a portfolio of clients
- Develop and implement investment and insurance strategies
- Consult on financial planning
- Grow and retain business
- Deliver exceptional client experiences
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
We are currently hiring a Financial Advisor to manage a portfolio of clients, developing and implementing investment and insurance strategies. You will consult on financial planning, grow and retain business, and deliver exceptional client experiences. Ideal candidates bring relevant experience and expertise in financial advising.
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
- financial modeling
- client prospecting
- credit risk analysis
- sales management
- coaching
- customer retention
- risk management
- public speaking
- business development
- pipeline management
- customer experience management
- interpersonal relationships
- managing multiple priorities
Company
PNC Financial Services
Rockville, United States of America
Company facts come from this company's own listings. We only show what the postings themselves carry.