Financial Advisor - PNC Wealth Management
On-siteCharlotte, North Carolina, United States
Job Summary
Consult on investment and insurance strategies, develop personalized financial plans, and grow an assigned book of business. Own the client experience by efficiently handling sales, identifying opportunities, and executing referrals to internal business partners. Acquire and maintain client relationships through business development and networking while applying product knowledge to solve client problems. Establish and monitor individual financial plans, recommending changes as needed. Actively coach branch staff and internal partners on investment education and visibility. Lead the branch team on actions to achieve investment results in partnership with the branch manager and investment sales associate. Meet service level agreements on lead and referral follow-up while adhering to all applicable laws and regulations.
Required Qualifications
- FINRA Series 7 and 66 (or 63,65) required
- Life and Health Insurance required
- 2+ years of relevant professional experience
- university / college degree
- comparable combination of education, job specific certification(s), and experience (including military service)
Desired Qualifications
- Client Prospecting
- Client Relationship Building
- Credit Risk Analysis
- Customer Engagement
- Financial Analysis
- Financial Modeling
- Investment Banking
- Public Speaking
- Relationship Building
- Relationship Management
- Coaching Others
- Customer Experience Management
- Customer Retention
- Effective Communications
- Interpersonal Relationships
- Managing Multiple Priorities
- Prospecting
- Sales Tasks And Activities
- Selling
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