Licensed Investment Services Consultant - PNC Wealth Management
PNC is a company that values its employees and focuses on delivering exceptional customer experiences. As a Licensed Investment Services Consultant, you will promote PNC's products and services, build strong relationships with clients, and manage the end-to-end client experience to help clients achieve their financial goals.
Responsibilities
- Actively and regularly coaches and educates internal eco partners to drive investment visibility, identify investment opportunities, and lead team on actions to achieve investment results. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity. Make referrals to internal business partners as appropriate
- Promotes PNC's products and services to existing and prospective clients held either collectively in a book of business or through referred opportunities, demonstrating how PNC can help them achieve their financial goals. Identifies opportunities through meaningful conversations with customers. Develop and implement investment and insurance strategies and provide sound guidance for clients by recommending the best products to support such strategies. Applies product and procedural knowledge to solve client problems appropriately and efficiently. Owns and manages the end-to-end client experience, efficiently handling service transactions and identifying and executing sales opportunities. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Meets service level agreements on lead and referral follow up as it relates to service and sales opportunities
- Adheres to all applicable laws, regulations, policies and guidelines while maintaining accurate, complete and timely documentation for transactional activity completed on client accounts
Skills
- Client Prospecting
- Client Relationship Building
- Credit Risk Analysis
- Customer Engagement
- Financial Analysis
- Financial Modeling
- Investment Banking
- Public Speaking
- Relationship Building
- Relationship Management
- Accuracy and Attention to Detail
- Coaching Others
- Customer Experience Management
- Customer Retention
- Effective Communications
- Knowledge Of Customers
- Matrix Management
- Problem Solving
- Products and Services
- Prospecting
- Relationship Management
- Value Selling
- University / college degree with
- In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered
- Associates
- FINRA Series 7, 66 (or 63 & 65) required
- Life and Health Insurance required
Benefits
- Medical/prescription drug coverage (with a Health Savings Account feature)
- Dental and vision options
- Employee and spouse/child life insurance
- Short and long-term disability protection
- 401(k) with PNC match
- Pension and stock purchase plans
- Dependent care reimbursement account
- Back-up child/elder care
- Adoption, surrogacy, and doula reimbursement
- Educational assistance, including select programs fully paid
- A robust wellness program with financial incentives
- Maternity and/or parental leave
- Up to 11 paid holidays each year
- 9 occasional absence days each year, unless otherwise required by law
- Between 15 to 25 vacation days each year, depending on career level
- Years of service
Company Overview