Investment Advisor - PNCI (F)
Company: PNC Financial Services Group
Posted on: October 18, 2020
Position OverviewAt 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. As an
Investment Advisor within PNC Investments, you will be based in the
Anderson Township Office.Job Description
- Licensing Requirements: FINRA Series 7 and 66 (or 63, 65)
required. Life and Health Insurance required.
- Consults on investment and insurance strategies, as well as the
- 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 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
Framework.CompetenciesCoaching 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 point.Customer Retention - Knowledge of and
ability to implement effective strategies and activities that
promote long-term customer loyalty.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.Work ExperienceRoles at this level
typically require a university / college degree with
EducationAssociatesDisability 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
firstname.lastname@example.org.--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.California Residents Refer to the to gain understanding of
how PNC may use or disclose your personal information in our hiring
Keywords: PNC Financial Services Group, Cincinnati , Investment Advisor - PNCI (F), Other , Cincinnati, Ohio
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