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In partnership with branch manager and/or investment sales associate, 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.
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Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
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Branch Financial Advisors work within a highly collaborative circuit of bank branches and manage an assigned 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.
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Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. PNC's referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors' success.
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As an Investment Advisor within PNC Investments, you will manage Investment Sales at multiple branch locations based in the Eatontown area. As an Investment Advisor within PNC Investments, you will be based in [city/state location of position] at the [branch name] branch.
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As an Investment Advisor within PNC Investments, you will manage Investment Sales at multiple branch locations in the Northern Virginia area. Drives investment education and visibility among branch staff.
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Sales Tasks And Activities - Knowledge of and the ability to sell an organization's products and services. FINRA series 7 & 66 (or combination of series 63 / 65) and Life, Health & Accident Insurance are required.
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Financial Advisors within PNC Investments (also referred to as Branch Financial Advisors) work within a highly collaborative circuit of bank branches and manage an assigned book of business. PNC Financial Advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals.
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FINRA series 7 & 66 (or combination of series 63 / 65) and Life, Health & Accident Insurance are requiredJob DescriptionConsults on investment and insurance strategies, as well as the development of financial plans for clients.
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Grows client loyalty and share of wallet through an exceptional client experience. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table.
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As a Financial Advisor within PNC Investments, you will be based in Ann Arbor, MI. We provide a robust training program, administrative support and state of the art technology designed to elevate your career.
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As a Financial Advisor within PNC Investments, you will be based in Fort Wayne, IN. Acquires, expands and maintains client relationships through business development and client networking. Customer Retention - Knowledge of and ability to implement effective strategies and activities that promote long-term customer loyalty.
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As a Financial Advisor within PNC Investments, you will be based in Dover, DE. Managing Multiple Priorities - Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
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As an Investment Advisor within PNC Investments, you will be based in northwest Pennsylvania. If you have a physical or other impairment that might require an accommodation, including technical assistance with the PNC Careers website or submission process, please call 877-968-7762 and select Option 4: Recruiting or contact us via email at pathfinder@pnc.com.
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As a Financial Advisor within PNC Investments, you will be based in Whitesburg, AL. 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.
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