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, financial plans, and client relationships
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Client Prospecting, Client Relationship Building, Financial Analysis, Investment Banking, Financial Modeling, Public Speaking, Relationship Management
Preferred skills
Credit Risk Analysis, Customer Engagement, Coaching Others, Customer Experience Management, Customer Retention, Managing Multiple Priorities, Sales Tasks And Activities, Selling
Technologies
None stated
Responsibilities
Consults on investment and insurance strategies; Acquires and maintains client relationships; Develops and implements financial plans; Coaches branch staff on investment opportunities; Reviews business results and pipeline management
Seniority
Mid-level, hands-on IC