Financial Advisor

Consult on investment and insurance strategies and develop financial plans for clients Grow and retain an investment and insurance book of business Own the client experience, handling sales and service, identifying sales opportunities, executing opportunities, and making referrals Acquire, expand, and maintain client relationships through business development and client networking Grow client loyalty and share of wallet through an exceptional client experience Apply product and procedural knowledge to solve client problems Develop and implement investment and insurance strategies Determine appropriate products and present financial recommendations and guidance Establish and monitor individual financial plans and recommend changes as needed Coach and educate branch staff and internal business partners to identify investment opportunities Drive investment education and visibility among branch staff Lead branch-team actions to achieve investment results in partnership with the branch manager and/or investment sales associate Communicate with internal and external partners to build relationships and drive referral activity Review business results and pipeline management with branch managers and internal business partners Meet service-level agreements for lead and referral follow-up Adhere to applicable laws, regulations, policies, and guidelines Requirements University/college degree typically required; bachelor's education listed 2+ years of relevant professional experience Comparable combination of education, job-specific certification(s), and experience, including military service, may be considered in lieu of a degree FINRA Series 7 and 66 (or 63,65) required Life and Health Insurance required Knowledge and skills in client prospecting, client relationship building, credit risk analysis, customer engagement, financial analysis, financial modeling, investment banking, public speaking, relationship management Competencies in coaching others, customer experience management, customer retention, effective communications, interpersonal relationships, managing multiple priorities, prospecting, sales tasks and activities, and selling Spanish speaking preferred PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position Core Competencies Demonstrates expertise in developing and implementing investment and insurance strategies while maintaining strong client relationships. Proficient in financial analysis, client prospecting, and coaching branch staff to enhance customer experience and drive sales. Highest-signal resume keywords FINRA Series 7 FINRA Series 66 Life And Health Insurance Client Relationship Building Financial Analysis ATS Optimization Keywords Hard Skills Investment Strategies Insurance Strategies Financial Planning Credit Risk Analysis Financial Modeling Soft Skills Coaching Effective Communication Interpersonal Relationships Customer Retention Managing Multiple Priorities Certifications & Qualifications FINRA Series 7 FINRA Series 66 Life And Health Insurance Industry Keywords Investment Banking Client Prospecting Customer Engagement Sales Tasks Referral Activity #J-18808-Ljbffr Jobtailor