PNC yra diversifikuotų finansinių ir bankininkystės paslaugų įmonė, siūlanti karjeros galimybių įvairiose organizacijos srityse. Jos požiūryje į darbo aplinką pabrėžiama įtrauktis, prieinamumas, įvairovė ir dalyvavimas bendruomenės gyvenime, taip pat numatyti įdarbinimo keliai studentams, absolventams ir veteranams. PNC taip pat pabrėžia savo įsipareigojimą užtikrinti lygias galimybes ir laikytis darbo teisės aktų, todėl jos karjeros galimybės gali būti aktualios kandidatams, ieškantiems didelės finansinių paslaugų įmonės, siūlančios platų profesinių galimybių spektrą.
Wealth Advisor
Build client relationships and grow investment and insurance business at PNC Wealth Management. Develop financial plans, recommend strategies, and generate referrals.
Aprašymas
- Advise clients on investment and insurance strategies and create financial plans.
- Grow and retain an investment and insurance portfolio.
- Manage client sales and service, identify opportunities, and connect clients with internal business partners.
- Build, expand, and maintain client relationships through business development and networking.
- Strengthen client loyalty and deepen relationships through high-quality service.
- Use product and process knowledge to resolve client issues accurately and efficiently.
- Create and put investment and insurance strategies into practice for clients.
- Select products that align with each client’s strategy.
- Present clients with financial guidance and recommendations.
- Create personal financial plans tailored to clients’ needs and goals.
- Review financial plans and suggest updates when appropriate.
- Train and guide internal partners to recognize investment opportunities.
- Promote investment knowledge and awareness among internal partners.
- Stay in contact with internal and external partners to build relationships and encourage referrals.
- Review business results and pipeline management with internal partners.
- Follow agreed service timelines for responding to leads and referrals.
- Follow relevant laws, regulations, policies, and guidelines.
- Identify and manage risks under PNC’s Enterprise Risk Management Framework.
Reikalavimai
- A university or college degree is typically required.
- Typically requires at least three years of relevant industry experience.
- A comparable combination of education, role-specific certifications, and experience, including military service, may be accepted in place of a degree.
- FINRA Series 7 and 66, or Series 7 and 63/65, licenses are required.
- A Life and Health Insurance license is required.
- Employment visa sponsorship and STEM OPT participation are not available.
- Preferred skills include client prospecting and relationship building, credit risk analysis, customer engagement, financial analysis and modeling, investment banking, public speaking, and relationship management.
- Relevant competencies include coaching, customer experience and retention, effective communication, interpersonal skills, managing competing priorities, prospecting, sales activities, and selling.
Privalumai
- Medical and prescription drug coverage, including a Health Savings Account option.
- Dental and vision plan options.
- Life insurance for employees and eligible spouses and children.
- Short-term and long-term disability coverage.
- 401(k) plan with employer matching contributions.
- Pension plan.
- Employee stock purchase plan.
- Dependent care reimbursement account.
- Backup care for children and older adults.
- Reimbursement for adoption, surrogacy, and doula expenses.
- Education assistance, including full payment for select programs.
- Wellness program with financial incentives.
- Maternity and/or parental leave.
- Up to 11 paid holidays annually.
- Nine occasional absence days annually, subject to applicable law.
- 15 to 25 vacation days per year, based on career level.
- Additional time off based on length of service.