Financial Advisor - PNC Wealth Management
Core
Consults on investment and insurance strategies, develops financial plans, and manages an assigned book of business to help clients meet savings, investing, and retirement goals.
Role type
Financial Advisor (Wealth Management)
Builds
Personalized investment and insurance solutions for individual clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client Prospecting, Client Relationship Building, Financial Analysis, Investment Banking, Relationship Management, Coaching Others, Customer Experience Management, Customer Retention, Prospecting, Sales Tasks And Activities
Preferred skills
Credit Risk Analysis, Financial Modeling, Public Speaking, Relationship Building
Technologies
N/A
Responsibilities
Consults on investment and insurance strategies; Acquires and maintains client relationships through business development; Develops and implements financial plans; Coaches branch staff and internal partners on investment opportunities; Reviews business results and pipeline management with branch managers.
Seniority
Mid-level, hands-on IC