PNC je raznoliko podjetje za finančne storitve in bančništvo, ki ponuja karierne priložnosti na različnih delovnih mestih v svoji organizaciji. Njegov pristop k delovnemu okolju poudarja vključevanje, dostopnost, raznolikost in sodelovanje v skupnosti ter vključuje možnosti zaposlovanja za študente, diplomante in veterane. PNC poudarja tudi svojo zavezanost enakim možnostim in skladnosti z delovnopravno zakonodajo, zato je lahko zanimiv za kandidate, ki iščejo velikega delodajalca na področju finančnih storitev s širokim naborom poklicnih možnosti.
Financial Advisor, PNC Wealth Management — On-Site in Montgomery
Advise PNC clients on investment, insurance, and retirement planning while building client relationships. Manage and grow an investment and insurance book of business.
Opis
- Develop client financial plans and advise on investment and insurance strategies.
- Build and retain a portfolio of investment and insurance business.
- Manage client sales and service, identify opportunities, and refer clients to internal partners.
- Build and maintain client relationships through business development and networking.
- Strengthen client loyalty and share of wallet through strong service.
- Use product and process knowledge to resolve client concerns.
- Recommend suitable products and implement investment and insurance strategies.
- Present financial guidance and recommendations to clients.
- Create and update financial plans in line with each client’s needs and goals.
- Train and support branch staff and internal partners in identifying investment opportunities.
- Promote investment awareness and education among branch staff.
- Work with the branch manager and/or investment sales associate to lead actions that achieve investment goals.
- Build relationships and generate referrals through communication with internal and external partners.
- Review business performance and pipeline activity with the branch manager and internal partners.
- Follow service-level agreements for lead and referral follow-up.
- Comply with applicable laws, regulations, policies, and guidelines.
Zahteve
- A university or college degree is generally required; an equivalent combination of education, relevant certifications, and experience may be considered instead.
- At least two years of relevant professional experience.
- A bachelor’s degree is listed in the education requirements.
- FINRA Series 7 and Series 66, or Series 63 and 65, are required.
- Life and Health Insurance is required.
- Knowledge of client prospecting, relationship development and management, credit risk analysis, customer engagement, financial analysis and modeling, investment banking, and public speaking.
- Ability to coach others, manage customer experience and retention, communicate effectively, handle competing priorities, prospect, carry out sales activities, and sell.
- Employment visa sponsorship and STEM OPT participation are not available.
Ugodnosti
- Medical and prescription drug coverage with a Health Savings Account feature.
- Dental and vision plan options.
- Life insurance for employees and their spouses or children.
- Short- and long-term disability coverage.
- 401(k) plan with a PNC match.
- Pension plan.
- Stock purchase plan.
- Dependent care reimbursement account.
- Backup care for children and older adults.
- Reimbursement for adoption, surrogacy, and doula services.
- Educational assistance, including select fully funded programs.
- Wellness program with financial incentives.
- Maternity and/or parental leave.
- Up to 11 paid holidays per year.
- Nine occasional absence days per year.
- 15 to 25 vacation days per year, depending on career level.
- Benefits tied to years of service.