PNC Financial Services·11 days ago
11 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
- relevant experience
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Become part of 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
- financial planning
- investment strategy
- client relationship management
- insurance strategy
- financial analysis
- financial modeling
- client prospecting
- credit risk analysis
- sales management
- coaching
- customer retention
- risk management
- regulatory compliance
- public speaking
- business development
- pipeline management
- customer experience management
- interpersonal relationships
- managing multiple priorities
Company
PNC Financial Services
Erie, United States of America
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