Investment Financial Advisor - PNC Investments (F)
Company: PNC Financial Services Group
Posted on: June 25, 2022
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 an Investment Advisor within PNC Investments,
you will be based in Greencastle, IN at the Greencastle branch.
Branch Investment Financial Advisors work within a highly
collaborative circuit of bank branches and manage an assigned book
of business. PNC Investments 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 Investments, we are passionate about
our values and helping our advisors build their future.
License Requirements: FINRA Series 7, 66 (or 63 & 65) required.
Life and Health Insurance required.
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
PNC Employees take pride in our reputation and to continue building
upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that
align customer needs and satisfaction as primary considerations in
all business decisions and able to leverage that information in
creating customized customer solutions.
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
Coaching Others - Knowledge of coaching concepts and methods;
ability to encourage, motivate, and guide individuals or teams in
learning and improving effectiveness.
Customer Experience Management. - Implements the strategies and
techniques used to ensure that customers have a positive experience
with the organization and its products and services at every touch
Customer Retention - Knowledge of and ability to implement
effective strategies and activities that promote long-term customer
Effective Communications - Understanding of effective communication
concepts, tools and techniques; ability to effectively transmit,
receive, and accurately interpret ideas, information, and needs
through the application of appropriate communication behaviors.
Interpersonal Relationships - Knowledge of the techniques and the
ability to work with a variety of individuals and groups in a
constructive and collaborative manner.
Managing Multiple Priorities - Ability to manage multiple
concurrent objectives, projects, groups, or activities, making
effective judgments as to prioritizing and time allocation.
Prospecting. - Knowledge of prospecting principles, processes and
skills; ability to identify and engage potential customers in the
market. Build relationships and create opportunities. Plan,
strategize and target the right industries. Create value
propositions with impact.
Sales Tasks And Activities - Knowledge of and the ability to sell
an organization's products and services.
Selling. - Applies knowledge of banking products and services to
meet customer needs and enable them to achieve their financial
goals. Identifies prospecting approaches to identify potential
customers and create opportunities to sell financial solutions and
ideas to customers.
Roles at this level typically require a university / college degree
with New to PNC.
Disability Accommodations Statement:
The PNC workplace is inclusive and supportive of individual needs.
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
The Human Resources Service Center hours of operation are Monday -
Friday 9:00 AM to 5:00 PM ET.
Equal Employment Opportunity (EEO):
PNC provides equal employment opportunity to qualified persons
regardless of race, color, sex, religion, national origin, age,
sexual orientation, gender identity, disability, veteran status, or
other categories protected by law.
Refer to the California Consumer Privacy Act Privacy Notice to gain
understanding of how PNC may use or disclose your personal
information in our hiring practices.
Keywords: PNC Financial Services Group, Bloomington , Investment Financial Advisor - PNC Investments (F), Accounting, Auditing , Greencastle, Indiana
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