Strategic Financial Advisor - Build Wealth, Grow Clients

PNC Financial Services Group, Inc.; Hamilton (NJ); Hybrid; USD 90,000 - 140,000; Full time

Job summary

PNC Financial Services Group, Inc. in New Jersey seeks a financial professional to consult on investment and insurance strategies and to develop comprehensive financial plans for clients.

You will grow and retain an investment and insurance book of business and own the client experience, handling sales and service while referring opportunities to internal partners as appropriate. You will regularly coach branch staff and partner with branch management to drive investment results, manage

Responsibilities

• 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.
• Regularly coaches and educates branch staff and internal business partners to identify investment opportunities.
• Drives investment education and visibility among branch staff.
• Meets service level agreements on lead and referral follow up.
• Adheres to all applicable laws, regulations, policies and guidelines.

Job description

PNC Financial Services Group, Inc. in New Jersey seeks a financial professional to consult on investment and insurance strategies and to develop comprehensive financial plans for clients.

You will grow and retain an investment and insurance book of business and own the client experience, handling sales and service while referring opportunities to internal partners as appropriate. You will regularly coach branch staff and partner with branch management to drive investment results, manage