Financial Advisor - PNC Wealth Management

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

* 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 .