PNC Financial Services·6 days ago
6 days ago
Financial Advisor - PNCWM (F)
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What you'll do
- develop and implement financial plans for clients
- manage an assigned book of business
- deliver tailored investment and insurance strategies
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 develop and implement financial plans for clients, manage an assigned book of business, and deliver tailored investment and insurance strategies. Ideal candidates bring relevant experience and expertise in financial advising.
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
- public speaking
- business development
- customer experience management
- interpersonal relationships
- managing multiple priorities
Company
PNC Financial Services
San Diego, United States of America
Company facts come from this company's own listings. We only show what the postings themselves carry.