Financial Advisor - PNC Wealth Management
PNC Bank
* Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.* Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.* Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.* Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.* Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.PNC’s total rewards package includes things like time off, benefits, learning and career development, wellness programs, recognition and much more. The benefits and programs highlighted below are just a sampling of what PNC offers its employees. To learn more, visit our . #J-18808-Ljbffr PNC Financial Services Group, Inc.
- ...Tyler Full time R215896 Position Overview At PNC, our people are our greatest differentiator and... ...opportunity to contribute to the company's success. As a Financial Advisor within PNC Wealth Management, you will be based in Tyler, TX. Financial Advisors...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
PNC
Tyler, TX1 day ago - ...Job Title: Financial Advisor (Early Career / Entry-Level) Location: Flexible / Hybrid... ...your book of business! * Team Effort: A Managing Associate/Team Lead will help you close... ...Director * Specialist Roles (retirement, wealth strategies, etc.) Why Join Us We...SuggestedImmediate startRemote workFlexible hours
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PNC
Tyler, TX2 days ago - ...time R229873 Position Overview At PNC, our people are our greatest... ...connect with their recruiter and hiring manager to discuss workplace expectations and confirm... ...Educates clients on options for managing financial transactions by leveraging technology, tools...Full timeTemporary workPart timeWork experience placementWork at officeShift work
PNC
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Altra Federal Credit Union is a member-focused financial institution dedicated to delivering exceptional service and financial solutions. We are seeking a motivated and professional Financial Services Representative (FSR) to join our team at the Tyler TX Troup Hwy office...Work at officeMonday to FridayShift work- ...opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and... ...responsibilities that are required of the employee. Nothing herein restricts management’s right to assign or reassign duties and responsibilities to...Full timeLocal area
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