Financial Advisor

Jobtailor

Boca Raton (FL)

On-site

USD 85,000 - 110,000

Full time

3 days ago

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Job summary

PNC is seeking a financial professional in Florida to consult on investment and insurance strategies, develop comprehensive financial plans, and grow a committed book of business. You will own the client experience, drive referrals, and collaborate with internal partners to expand client relationships.

Responsibilities include coaching branch staff, identifying opportunities, and presenting tailored financial recommendations, while ensuring compliance with laws and internal guidelines.

Qualifications

University/college degree typically required for roles at this level.
2+ years of relevant professional experience.
In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience, including military service, may be considered.
Bachelor’s degree listed under Education.
FINRA Series 7 and 66 (or 63,65) required.
Life and Health Insurance required.
Knowledge of client prospecting, client relationship building, credit risk analysis, customer engagement, financial analysis, financial modeling, investment banking, public speaking, relationship building, and relationship management.
Competency in coaching others, customer experience management, customer retention, effective communications, interpersonal relationships, managing multiple priorities, prospecting, sales tasks and activities, and selling.
Must comply with applicable laws, regulations, policies, and guidelines.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position

Responsibilities

Consult on investment and insurance strategies and develop financial plans for clients.
Grow and retain an investment and insurance book of business.
Own the client experience, handling sales and service efficiently.
Identify sales and execution opportunities and make referrals to internal business partners.
Acquire, expand, and maintain client relationships through business development and client networking.
Grow client loyalty and share of wallet through exceptional client experiences.
Apply product and procedural knowledge to solve client problems appropriately and efficiently.
Develop and implement investment and insurance strategies.
Determine the best products to support client strategies.
Present financial recommendations and guidance.
Establish individual financial plans based on client needs and objectives.
Monitor financial plans and recommend changes as needed.
Coach and educate branch staff and internal business partners to identify investment opportunities.
Drive investment education and visibility among branch staff.
Lead branch-team actions to achieve investment results in partnership with the branch manager and/or investment sales associate.
Communicate with internal and external partners to build relationships and drive referral activity.
Meet regularly with the branch manager and internal business partners to review business results and pipeline management.
Meet service-level agreements on lead and referral follow-up.
Manage risks associated with business objectives and activities within PNC’s Enterprise Risk Management Framework.
Work within a collaborative circuit of branches and manage an assigned book of business

Skills

Financial Planning

Investment Strategies

Financial Analysis

Credit Risk Analysis

Financial Modeling

Education

Bachelor's degree

Tools

CRM

Job description

Consult on investment and insurance strategies and develop financial plans for clients
Grow and retain an investment and insurance book of business
Own the client experience, handling sales and service efficiently
Identify sales and execution opportunities and make referrals to internal business partners
Acquire, expand, and maintain client relationships through business development and client networking
Grow client loyalty and share of wallet through exceptional client experiences
Apply product and procedural knowledge to solve client problems appropriately and efficiently
Develop and implement investment and insurance strategies
Determine the best products to support client strategies
Present financial recommendations and guidance
Establish individual financial plans based on client needs and objectives
Monitor financial plans and recommend changes as needed
Coach and educate branch staff and internal business partners to identify investment opportunities
Drive investment education and visibility among branch staff
Lead branch-team actions to achieve investment results in partnership with the branch manager and/or investment sales associate
Communicate with internal and external partners to build relationships and drive referral activity
Meet regularly with the branch manager and internal business partners to review business results and pipeline management
Meet service-level agreements on lead and referral follow-up
Manage risks associated with business objectives and activities within PNC’s Enterprise Risk Management Framework
Work within a collaborative circuit of branches and manage an assigned book of business

Requirements

University/college degree typically required for roles at this level
2+ years of relevant professional experience
In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience, including military service, may be considered
Bachelor’s degree listed under Education
FINRA Series 7 and 66 (or 63,65) required
Life and Health Insurance required
Knowledge of client prospecting, client relationship building, credit risk analysis, customer engagement, financial analysis, financial modeling, investment banking, public speaking, relationship building, and relationship management
Competency in coaching others, customer experience management, customer retention, effective communications, interpersonal relationships, managing multiple priorities, prospecting, sales tasks and activities, and selling
Must comply with applicable laws, regulations, policies, and guidelines
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position

Core Competencies

Demonstrates expertise in developing and implementing investment and insurance strategies while effectively managing client relationships and enhancing customer experience. Proficient in financial analysis, risk management, and coaching branch staff to drive investment results.

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