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At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Wealth Management , you will be based in Absecon, New Jersey. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC's referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors' success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Wealth Management, we are passionate about our values and helping our advisors build their future.
Job Responsibility:
Consults on investment and insurance strategies and the development of financial plans for clients
Grows and retains an investment and insurance book of business
Owns the client experience
Acquires, expands and maintains client relationships through business development and client networking
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
Leads the branch team on actions to achieve investment results
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
Requirements:
University/college degree with 2+ years of relevant professional experience
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered
FINRA Series 7 and 66 (or 63,65) required
Life and Health Insurance required
Nice to have:
Client Prospecting
Client Relationship Building
Credit Risk Analysis
Customer Engagement
Financial Analysis
Financial Modeling
Investment Banking
Public Speaking
Relationship Building
Relationship Management
What we offer:
Medical/prescription drug coverage (with a Health Savings Account feature)