4 дня назад
Financial Advisor - PNC Wealth Management
63 000 - 105 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Advisor - PNC Wealth Management (Investment and Insurance Planning): Advising clients on investment, insurance, and retirement strategies while growing and retaining an investment and insurance book of business with an accent on personalized financial plans, client relationships, and branch referrals. Focus on developing recommendations, coaching branch staff on investment opportunities, managing referral pipelines, and meeting regulatory requirements.
Location: MD - Rockville (20850); role based in Falls Grove, MD. This is an in-office position in the United States.
Base salary: $63,000–$105,000 per year, plus incentive compensation based on company, business, and/or individual performance.
Company
provides banking, investment, financial planning, and wealth management services through a collaborative branch network.
What you will do
- Consult with clients on investment, insurance, savings, investing, and retirement strategies.
- Develop, implement, monitor, and update personalized financial plans.
- Grow and retain an investment and insurance book of business through prospecting, networking, referrals, and relationship management.
- Own the client experience by handling sales and service needs, solving client problems, and identifying internal referral opportunities.
- Coach and educate branch staff and business partners to identify investment opportunities and improve referral activity.
- Review business results and pipeline management with branch leadership while following applicable laws, regulations, policies, and guidelines.
Requirements
- Bachelor’s degree preferred; comparable education, certifications, and experience may be considered.
- At least 2 years of relevant professional experience.
- FINRA Series 7 and Series 66, or Series 63 and 65, required.
- Life and Health Insurance license required.
- Experience with client relationship building, financial analysis, financial modeling, prospecting, public speaking, sales, and customer engagement.
- Employment visa sponsorship and STEM OPT participation are not available for this position.
Culture & Benefits
- Collaborative branch environment with financial planning expertise, administrative support, training, and technology.
- Medical, prescription, dental, vision, life, disability, and health savings account options, subject to eligibility.
- 401(k) match, pension, stock purchase plans, dependent care support, and educational assistance.
- Paid parental leave, up to 11 holidays, occasional absence days, and 15–25 vacation days depending on career level and tenure.
- Wellness programs with financial incentives and additional family support benefits.
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