3 дня назад
Financial Advisor (PNC Wealth Management)
57 750 - 96 250$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Advisor (PNC Wealth Management) (Investments/Insurance): Developing personalized investment, insurance, and financial planning strategies for clients while growing and retaining an investment and insurance book of business with an accent on client relationship management, retirement planning, and regulatory compliance. Focus on analyzing client needs, monitoring financial plans, coaching branch staff, and driving referrals and investment results.
Location: Littleton, Colorado, United States; in-office role based in a bank branch
Base salary: $57,750–$96,250 per year, plus incentive compensation based on company, business, and/or individual performance.
Company
is a banking and wealth management company providing financial products, advisory services, and customer solutions.
What you will do
- Consult on investment and insurance strategies and develop personalized financial plans aligned with client savings, investing, and retirement goals.
- Grow and retain an investment and insurance book of business through client acquisition, networking, referrals, and relationship management.
- Present financial recommendations, select suitable products, monitor plans, and recommend changes as client needs evolve.
- Coach and educate branch staff and internal partners to identify investment opportunities and increase referral activity.
- Review business results and pipeline activity with branch leaders while meeting service-level agreements and regulatory requirements.
Requirements
- Bachelor’s degree and typically 2+ years of relevant professional experience, or a comparable combination of education, certifications, and experience.
- FINRA Series 7 and Series 66, or Series 63 and 65, are required.
- Life and Health Insurance license is required.
- Knowledge of client prospecting, relationship management, financial analysis, financial modeling, investment banking, and public speaking.
- Strong communication, interpersonal, coaching, customer experience, sales, and prioritization skills.
- Visa sponsorship and STEM OPT participation are not available for this position.
Culture & Benefits
- Collaborative work across a circuit of branches with administrative support, financial planning expertise, training, and technology.
- Medical, prescription, dental, vision, life, and disability coverage options for eligible full-time employees.
- 401(k) matching, pension, stock purchase plans, dependent care support, and educational assistance.
- Paid parental and maternity leave, up to 11 paid holidays, occasional absence days, and 15–25 vacation days depending on career level and service.
- Inclusive and accessible workplace with reasonable accommodations available during the application process.
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