Wealth Management Advisor — Client Planning & Investments

PNC Financial Services Group, Inc.; Columbus (OH); Sur place; USD 65 000 - 95 000; Plein temps

Résumé du poste

PNC Financial Services Group, Inc. is seeking a Financial Advisor based in Georgesville, OH to manage an assigned book of business and deliver investment and insurance solutions. You will develop financial plans, grow client relationships, and collaborate with branch partners to meet client goals.

You will leverage a comprehensive training program, in-office culture, and state-of-the-art technology to elevate the client experience and drive referral activity within PNC Wealth Management.

Qualifications

• University/college degree required, with 2+ years of relevant experience.
• In lieu of degree, comparable education and certifications may be considered.

Responsabilités

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grows and retains an investment and insurance book of business.
• Owns the client experience, handling sales and service and making referrals to internal partners as appropriate.
• Develops and implements investment and insurance strategies and presents sound financial recommendations.

Connaissances

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Formation

University degree

Description du poste

PNC Financial Services Group, Inc. is seeking a Financial Advisor based in Georgesville, OH to manage an assigned book of business and deliver investment and insurance solutions. You will develop financial plans, grow client relationships, and collaborate with branch partners to meet client goals.

You will leverage a comprehensive training program, in-office culture, and state-of-the-art technology to elevate the client experience and drive referral activity within PNC Wealth Management.