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PNC
PNC
Sponzor vizuma H1BBančništvoFinanceKadrovska tehnologija
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.
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Delovna mesta v podjetju

Wealth Advisor

Build client relationships and grow investment and insurance business at PNC Wealth Management. Develop financial plans, recommend strategies, and generate referrals.

USZdružene države Amerike
63.750 $ – 127.500 $ / leto
Na lokacijiPolni delovni časSrednja ravenSeniorZahtevani Jezik: angleščinaSplošnoSvetovalec

Opis

  • 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.

Zahteve

  • 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.

Ugodnosti

  • 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.

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