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.
PNC Financial Advisor, Amelia Island
Advise PNC clients on investment, insurance, and retirement planning while building lasting relationships and managing personalized financial plans. This full-time role is based at an onsite branch in Amelia Island, Florida.
Opis
- Advise clients on investment and insurance strategies and create personalized financial plans.
- Build and maintain a portfolio of investment and insurance business.
- Manage client sales and service, identify and pursue opportunities, and make internal referrals.
- Develop client relationships through business development and networking.
- Strengthen client loyalty and expand relationships through excellent service.
- Use product and process knowledge to resolve client issues effectively.
- Create and carry out investment and insurance strategies.
- Select products that support each client’s strategy.
- Present financial recommendations and advice.
- Create financial plans tailored to clients’ needs and goals.
- Review plans over time and suggest adjustments when appropriate.
- Train and guide branch employees and internal partners to spot investment opportunities.
- Promote investment knowledge and awareness among branch employees.
- Work with the branch manager and/or investment sales associate to lead team efforts toward investment goals.
- Build referral activity through communication with internal and external partners.
- Review business results and pipeline management regularly with the branch manager and internal partners.
- Follow service agreements for responding to leads and referrals.
- Manage risks related to business goals and activities.
Zahteve
- A university or college degree is typically required; comparable education, job-specific certifications, and experience may be accepted instead.
- At least 2 years of relevant professional experience.
- A bachelor’s degree is listed under Education.
- FINRA Series 7 and 66 licenses, or Series 63 and 65 licenses, are required.
- A Life and Health Insurance license is required.
- Knowledge of client prospecting, relationship development, credit risk analysis, customer engagement, financial analysis and modeling, investment banking, public speaking, and relationship management.
- Ability in coaching, customer experience management, customer retention, effective communication, interpersonal relations, managing competing priorities, prospecting, sales activities, and selling.
- Compliance with applicable laws, regulations, policies, and guidelines is required.
- PNC does not sponsor employment visas or participate in STEM OPT for this position.
Ugodnosti
- Medical and prescription drug coverage with a Health Savings Account feature.
- Dental and vision coverage options.
- Life insurance for employees and their spouses or children.
- Short-term and long-term disability coverage.
- 401(k) plan with a PNC match.
- Pension plan.
- Employee stock purchase plan.
- Dependent care reimbursement account.
- Backup care for children and older adults.
- Reimbursement for adoption, surrogacy, and doula expenses.
- Educational 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 per year, unless the law requires otherwise.
- 15 to 25 vacation days annually, depending on career level.
- Additional benefits based on length of service.
- Comprehensive training program.
- Administrative support.
- Current technology.