PNC Financial Services·21 days ago
21 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
- consult on investment and insurance solutions
- build strong client relationships
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
Join our team as a Financial Advisor within PNC Wealth Management, where you will guide clients in developing personalised financial plans and strategies. Manage an assigned book of business, consult on investment and insurance solutions, and build strong client relationships. Ideal for candidates with relevant experience and required FINRA and insurance certifications.
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
- 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
Alexandria, United States of America
Company facts come from this company's own listings. We only show what the postings themselves carry.