Financial Advisor: Create Personalized Investment Plans

PNC Financial Services Group, Inc.; Kearsarge (PA); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Medical & prescription coverage

Dental & vision insurance

401(k) with company match

Life insurance

Job summary

PNC Financial Services Group, Inc. invites a Financial Advisor to join PNC Wealth Management in Erie, PA at the Kearsarge branch. You will consult on investment and insurance strategies, grow a client book, and own the client experience, coordinating with internal partners to maximize referrals.

The role requires a bachelor’s degree, FINRA Series 7 and 66 (or 63/65), and Life & Health Insurance licenses, with the ability to coach branch staff and drive investment education across the team.

Qualifications

• University degree with 2+ years of relevant professional experience.
• FINRA Series 7 and 66 (or 63,65) licenses required.
• Life and Health Insurance licenses required.

Responsibilities

• Consults on investment and insurance strategies and develops financial plans for clients.
• Grows and retains an investment and insurance book of business.
• Owns the client experience, handling sales and service, and refers to internal partners as needed.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Coaching Others

Customer Experience Management

Customer Retention

Effective Communications

Interpersonal Relationships

Managing Multiple Priorities

Prospecting

Sales Tasks And Activities

Selling

Education

Bachelors

FINRA Series 7 and 66 (or 63,65)

Life and Health Insurance

Job description

PNC Financial Services Group, Inc. invites a Financial Advisor to join PNC Wealth Management in Erie, PA at the Kearsarge branch. You will consult on investment and insurance strategies, grow a client book, and own the client experience, coordinating with internal partners to maximize referrals.

The role requires a bachelor’s degree, FINRA Series 7 and 66 (or 63/65), and Life & Health Insurance licenses, with the ability to coach branch staff and drive investment education across the team.