Financial Advisor - PNC Wealth Management

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

* Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.* Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.* Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.* Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.* Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.PNC’s total rewards package includes things like time off, benefits, learning and career development, wellness programs, recognition and much more. The benefits and programs highlighted below are just a sampling of what PNC offers its employees. To learn more, visit our .