PNC Financial Services·12 days ago
12 days ago
Financial Advisor - PNC Wealth Management
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What you'll do
- Deliver tailored financial advice and planning for clients, focusing on savings, investing, and retirement goals.
- Manage an assigned book of business.
- Collaborate with branch teams.
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 seeking a Financial Advisor to deliver tailored financial advice and planning for clients, focusing on savings, investing, and retirement goals. Manage an assigned book of business and collaborate with branch teams. Ideal for candidates with financial expertise and experience in client relationship management.
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
- financial modeling
- coaching
- customer experience management
- business development
- client retention
- public speaking
- credit risk analysis
- pipeline management
- sales task management
- interpersonal relationships
Company
PNC Financial Services
Flower Mound, United States of America
Company facts come from this company's own listings. We only show what the postings themselves carry.