Branch Financial Advisor Job Description
As a PNC Branch Financial Advisor, you will become part of PNC Investments, a specialized subsidiary of PNC Bank that provides products and services for individuals interested in investing, college planning, or retirement planning. You also join a retail banking organization with almost 3 million customers, more than 1,000 branch offices throughout the Northeast and Middle Atlantic, and a committed to leadership in the affluent marketplace. As a Senior Financial Consultant, Financial Advisor you immediately become an important member of a single branch office. This is a licensed position (Series 7 and 66), and you will use your licenses in order to conduct consultative dialogue with customers and execute investment transactions. This position is based in our Shelby location. The 23 Mile & M-53 branch is open from 9:00 – 4:00 Mondays through Thursdays, 9:00 – 6:00 Fridays, and 9:00 – 1:00 Saturdays. Your position will report to a Regional Sales Manager.
A typical day combines entrepreneurial opportunity with the structure, security, and resources of an established name in financial services. Your schedule will be self-managed and may call for local travel, coordinated with your base PNC branch office. Importantly, you remain “in your element” – active in communities you know and working with your existing network of relationships. As a Senior Financial Consultant Financial Advisor, your challenge is to cultivate and grow financial planning relationships for PNC retail banking customers. Clients will trust your authority, industry knowledge, and product expertise to help them realize their financial dreams. As you build your client base, you will be able to lean upon PNC Investments’ unrivaled technology and call center support. Your business development and prospecting skills will play an important role in attracting new relationships, while the partnership with your PNC branch will help you service, retain, and grow them.
The successful candidate will have the following qualifications:
- At least 3 years of revenue-generating financial sales experience required.
- FINRA Series 7 and 66 or (63 & 65) licenses required
- Life Insurance License required.
- Bachelor’s degree preferred with an emphasis on business and communications.
- Strong written and verbal communication skills required.
- Computer literacy required, including Excel spreadsheets and word processing applications.
- Local travel is required.
PNC is committed to offering you a comprehensive and competitive benefits package. We design our full time and part-time benefits programs based on PNC’s benefits philosophy to provide quality levels of coverage at affordable costs over the long term for both employees and PNC. We strive to balance the cost of providing competitive benefits with the need to cover employees with a wide range of protection during and after employment.
Options you may be able to consider include:
- Medical and Dental Coverage
- Life Insurance
- Part-Time Benefits
- Education Assistance
- Paid Training
- Paid Vacation
- Competitive Pay
- Shift Differential
- Flexible Schedules
- Growth Opportunity
- Work/Life Balance
PNC is an Equal Employment Opportunity/Affirmative Action Employer — M/F/D/V/SO
to apply: http://tinyurl.com/2d27val