Strategic Investment Advisor & Client Growth Leader

PNC Financial Services Group, Inc.; Delray Beach (FL); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Time off

Learning and career development

Wellness programs

Job summary

PNC Financial Services Group, Inc. is seeking a professional to consult on investment and insurance strategies for clients based in Delray Beach, Florida. The role involves acquiring and maintaining client relationships, developing financial plans, and coaching branch staff. Ideal candidates will have strong business development skills and the ability to create exceptional client experiences. The position offers a comprehensive total rewards package including benefits, learning, and career development opportunities.

Qualifications

• Experience in developing and implementing financial strategies.
• Strong ability to grow client loyalty and manage relationships.
• Knowledge of investment and insurance products.

Responsibilities

• Consult on investment and insurance strategies for clients.
• Acquire and maintain client relationships through business networking.
• Education branch staff about investment opportunities.
• Monitor and adjust financial plans based on client needs.

Skills

Client relationship management

Business development

Financial planning

Investment strategy

Coaching and training

Job description

PNC Financial Services Group, Inc. is seeking a professional to consult on investment and insurance strategies for clients based in Delray Beach, Florida. The role involves acquiring and maintaining client relationships, developing financial plans, and coaching branch staff. Ideal candidates will have strong business development skills and the ability to create exceptional client experiences. The position offers a comprehensive total rewards package including benefits, learning, and career development opportunities.