Wealth Advisor: Personal Investment & Financial Planning

PNC; Georgesville (OH); Sur place; USD 68 000 - 83 000; Plein temps

Avantages offerts par ce poste

Medical coverage

Dental and vision options

401(k) with match

Stock purchase plan

Wellness program

Paid holidays and vacation

Résumé du poste

PNC Financial Services Group, Inc. is seeking a Financial Advisor to be based in Georgesville, OH. You will consult on investment and insurance strategies, create comprehensive financial plans, and manage an assigned book of business with a focus on an exceptional client experience.

The role requires a university degree with 2+ years of experience, FINRA Series 7/66, and life/health insurance; it operates in an in-office, collaborative environment with strong support and growth opportunities.

Qualifications

• Roles typically require a university degree with 2+ years of relevant professional experience.
• In lieu of a degree, a comparable combination of education and experience may be considered.
• FINRA Series 7 and 66 licenses are required.

Responsabilités

• Consults on investment and insurance strategies and develops financial plans.
• Grows and retains an investment and insurance book of business.
• Owns the client experience, handling sales and service, and refers to internal partners as needed.
• Acquires and expands client relationships through business development and networking.
• Presents sound financial recommendations and builds individual financial plans.

Connaissances

Client Prospecting

Client Relationship Building

Investment Banking

Public Speaking

Sales Tasks

Relationship Management

Financial Analysis

Communication

Formation

Bachelor's degree

Description du poste

PNC Financial Services Group, Inc. is seeking a Financial Advisor to be based in Georgesville, OH. You will consult on investment and insurance strategies, create comprehensive financial plans, and manage an assigned book of business with a focus on an exceptional client experience.

The role requires a university degree with 2+ years of experience, FINRA Series 7/66, and life/health insurance; it operates in an in-office, collaborative environment with strong support and growth opportunities.