Financial Advisor - PNC Wealth Management
On-siteYork, Pennsylvania, United States or Mount Joy, Pennsylvania, United States
Job Summary
Consult on investment and insurance strategies, develop financial plans, and grow an assigned book of business by acquiring and maintaining client relationships. Execute personalized solutions for savings, investing, and retirement goals while monitoring plans and recommending necessary changes. Coach branch staff and internal partners on investment opportunities, lead the team on achieving investment results, and meet service level agreements on lead and referral follow-up. Adhere to all applicable laws, regulations, and policies. Requires FINRA Series 7, 66, and Life/Health Insurance licenses; based in West Manchester, York, PA.
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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