Financial Advisor: Client Growth & Investment Strategy

PNC; Dublin (OH); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Time off

Benefits

Learning and career development

Wellness programs

Job summary

A leading financial services firm in Dublin, Ohio, is seeking a candidate to consult on investment and insurance strategies and develop financial plans for clients. The role involves managing client relationships and providing exceptional service, while driving business development and investment education among staff. Candidates should showcase strong investment knowledge and skills in client relationship management. PNC offers a comprehensive rewards package that includes benefits and professional development opportunities.

Qualifications

• Strong knowledge of investment and insurance products.
• Ability to effectively manage and grow client relationships.
• Experience in coaching and driving sales within a financial context.

Responsibilities

• Consult on investment and insurance strategies for clients.
• Develop and implement individualized financial plans.
• Coach branch staff on identifying investment opportunities.

Skills

Client relationship management

Investment knowledge

Sales and service efficiency

Financial planning

Job description

A leading financial services firm in Dublin, Ohio, is seeking a candidate to consult on investment and insurance strategies and develop financial plans for clients. The role involves managing client relationships and providing exceptional service, while driving business development and investment education among staff. Candidates should showcase strong investment knowledge and skills in client relationship management. PNC offers a comprehensive rewards package that includes benefits and professional development opportunities.