Financial Advisor - PNC Wealth Management
Core
Financial Advisor providing personalized investment, insurance, and retirement planning solutions to clients within a bank branch environment.
Role type
Financial Advisor (IC)
Builds
Personalized financial plans, investment strategies, and insurance solutions for individual clients
Domain
Wealth Management / Personal Finance
Deliverable
client delivery
Required skills
Client relationship building, Financial analysis, Investment strategy development, Insurance product knowledge, Sales and business development, Regulatory compliance
Preferred skills
Client prospecting, Financial modeling, Public speaking, Coaching others, Managing multiple priorities
Technologies
State of the art technology (specific tools not named)
Responsibilities
Consult on investment and insurance strategies; Acquire and maintain client relationships; Develop and implement financial plans; Coach and educate branch staff; Review business results and pipeline management
Seniority
Mid-level, hands-on IC