Virtual Financial Advisor - PNC Wealth Management
Core
Consults on investment and insurance strategies, develops financial plans, and grows/retains a book of business for clients.
Role type
Virtual Financial Advisor (IC)
Builds
Investment and insurance strategies, individual financial plans
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client Prospecting, Client Relationship Building, Financial Analysis, Investment Banking, Public Speaking, Relationship Management, Coaching Others, Customer Experience Management, Customer Retention, Sales Tasks And Activities
Preferred skills
Credit Risk Analysis, Financial Modeling
Technologies
None stated
Responsibilities
Consults on investment and insurance strategies; Acquires and maintains client relationships; Develops and implements financial plans; Coaches and educates branch staff; Meets with branch manager to review business results
Seniority
Mid-level, 2+ years experience