Financial Advisor: Plan, Invest & Grow Client Relationships

PNC Financial Services Group, Inc.; Orlando (FL); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Career development

Wellness programs

Time off

Job summary

PNC Financial Services Group, Inc. is looking for a dedicated professional in Orlando, Florida, to consult on investment and insurance strategies while growing client relationships. The role involves developing individual financial plans, educating branch staff on investment opportunities, and ensuring exceptional client experiences. Candidates should possess strong communication skills and a proven track record in managing client relationships and growing business. The position also offers a comprehensive total rewards package, including benefits and career development opportunities.

Qualifications

• Proven experience in managing client relationships and growing business.
• Strong understanding of investment and insurance products.
• Excellent communication and interpersonal skills.

Responsibilities

• Consult on investment and insurance strategies for clients.
• Develop and implement individual financial plans.
• Coach and educate branch staff on investment opportunities.
• Drive investment education and client loyalty through exceptional service.

Skills

Client relationship management

Investment strategies

Sales efficiency

Financial planning

Collaborative problem solving

Job description

PNC Financial Services Group, Inc. is looking for a dedicated professional in Orlando, Florida, to consult on investment and insurance strategies while growing client relationships. The role involves developing individual financial plans, educating branch staff on investment opportunities, and ensuring exceptional client experiences. Candidates should possess strong communication skills and a proven track record in managing client relationships and growing business. The position also offers a comprehensive total rewards package, including benefits and career development opportunities.