What are the responsibilities and job description for the Financial Services Consultant position at PNC Financial Services Group, Inc.?
Position Overview
PNC Financial Services Group, Inc. is a leader in the financial services industry, and we are seeking an experienced Financial Advisor to join our team. As an Investment Advisor within PNC Investments, you will be based in Hartland, MI and work within a highly collaborative circuit of branches. You will manage an assigned book of business and execute an advice and planning strategy focused on helping clients meet their savings, investing, and retirement goals.
We provide a comprehensive, holistic, and strategic approach to wealth management. Our team of financial planning experts will guide you in creating personalized solutions for your clients. Our referral program and culture drives teamwork, resulting in branch partners having a vested interest in our advisors' success. We offer robust training programs, administrative support, and state-of-the-art technology designed to elevate your career.
Key Responsibilities:
Required Skills and Qualifications:
Roles at this level typically require a university/college degree, with 2 years of relevant professional experience. In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience (including military service) may be considered. Additionally, FINRA Series 7 and 66 (or 63,65) licenses are required, as well as Life and Health Insurance licenses.
PNC Financial Services Group, Inc. is a leader in the financial services industry, and we are seeking an experienced Financial Advisor to join our team. As an Investment Advisor within PNC Investments, you will be based in Hartland, MI and work within a highly collaborative circuit of branches. You will manage an assigned book of business and execute an advice and planning strategy focused on helping clients meet their savings, investing, and retirement goals.
We provide a comprehensive, holistic, and strategic approach to wealth management. Our team of financial planning experts will guide you in creating personalized solutions for your clients. Our referral program and culture drives teamwork, resulting in branch partners having a vested interest in our advisors' success. We offer robust training programs, administrative support, and state-of-the-art technology designed to elevate your career.
Key Responsibilities:
- 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.
- Owes the client experience, efficiently handling sales and service, identifying sales opportunities, and making referrals to internal business partners as appropriate.
Required Skills and Qualifications:
Roles at this level typically require a university/college degree, with 2 years of relevant professional experience. In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience (including military service) may be considered. Additionally, FINRA Series 7 and 66 (or 63,65) licenses are required, as well as Life and Health Insurance licenses.
