Financial Advisor
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Job Description
Virtual Financial Advisor with PNC, focusing on investment and insurance strategies for clients. Building and maintaining client relationships while providing financial planning and guidance.
Responsibilities:
- Consults on investment and insurance strategies
- Owns the client experience, handling sales and service
- Grows client relationships through business development
- Applies product knowledge to solve client problems
- Establishes financial plans based on client needs
- Drives investment education among branch staff
Requirements:
- 2+ years of relevant professional experience
- Bachelor's degree
- FINRA Series 7 and 66 (or 63,65) required
- Life & Health Insurance licenses required
- Strong client prospecting and relationship building skills
- Effective communication and sales skills
Benefits:
- medical/prescription drug coverage (with a Health Savings Account feature)
- dental and vision options
- employee and spouse/child life insurance
- short and long-term disability protection
- 401(k) with PNC match
- pension and stock purchase plans
- dependent care reimbursement account
- back-up child/elder care
- adoption, surrogacy, and doula reimbursement
- educational assistance, including select programs fully paid
- a robust wellness program with financial incentives
- maternity and/or parental leave
- up to 11 paid holidays each year
- 8 occasional absence days each year, unless otherwise required by law
- between 15 to 25 vacation days each year, depending on career level; and years of service
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