Jobs
>
Washington, D.C.

    Financial Advisor - Washington, United States - PNC Financial Services Group

    PNC Financial Services Group
    PNC Financial Services Group Washington, United States

    3 weeks ago

    Default job background
    Description

    Job Description



    Job Profile

    Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Investments, you will be based in Washington DC, circuit of branches to include Georgetown, Spring Valley and Friendship Heights.

    Financial Advisors within PNC Investments (also referred to as Branch Financial Advisors) work within a highly collaborative circuit of bank branches and manage an assigned book of business. PNC Financial Advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC's referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors' success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Investments, we are passionate about our values and helping our advisors build their future.

    FINRA series 7 & 66 (or combination of series 63 / 65) and Life, Health & Accident Insurance are required

    Job Description

    • 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. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
    • Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.
    • Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.
    • Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
    • Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.

    PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

    • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
    • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
    CompetenciesCoaching Others – Knowledge of coaching concepts and methods; ability to encourage, motivate, and guide individuals or teams in learning and improving effectiveness.Customer Experience Management. – Implements the strategies and techniques used to ensure that customers have a positive experience with the organization and its products and services at every touch point.Customer Retention – Knowledge of and ability to implement effective strategies and activities that promote long-term customer loyalty.Effective Communications – Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.Interpersonal Relationships – Knowledge of the techniques and the ability to work with a variety of individuals and groups in a constructive and collaborative manner.Managing Multiple Priorities – Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.Prospecting. – Knowledge of prospecting principles, processes and skills; ability to identify and engage potential customers in the market. Build relationships and create opportunities. Plan, strategize and target the right industries. Create value propositions with impact.Sales Tasks And Activities – Knowledge of and the ability to sell an organization's products and services.Selling. – Applies knowledge of banking products and services to meet customer needs and enable them to achieve their financial goals. Identifies prospecting approaches to identify potential customers and create opportunities to sell financial solutions and ideas to customers.Work ExperienceRoles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationAssociates

    Additional Job Description

    Benefits

    PNC offers employees a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include 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; maternity and parental leave; paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about these and other programs, including benefits for part-time employees, visit > New to PNC.

    Disability Accommodations Statement:

    If an accommodation is required to participate in the application process, please contact us via email at Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call andsay "Workday"for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.


    At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

    Equal Employment Opportunity (EEO):


    PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

    California Residents

    Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

  • Gamma Phi Beta

    Financial Advisor

    2 weeks ago

    Gamma Phi Beta Washington, United States

    Application Deadline:October 31, 2023 · Purpose · A financial advisor promotes chapter financial wellness by ensuring executive council officers understand and maintain sound financial management practices and assigned Financial department officers uphold their responsibilities ...

  • New York Life - Tyson's Corner

    Financial Advisor

    2 weeks ago

    New York Life - Tyson's Corner Washington, United States

    Job Description · Job DescriptionAre you looking for an opportunity to advance your career in the financial services industry? If so, we have the perfect role for you We're seeking a motivated individual with strong communication skills and a passion for developing long-term rela ...

  • Dexis Consulting Group

    Financial Advisor, DOE

    1 week ago

    Dexis Consulting Group Washington, United States

    Job Description · Job DescriptionDexis is a professional services firm that solves the most pressing social challenges in complex environments, paving the way for a more secure and prosperous world. · Dexis embraces diversity, equity, and inclusion and strives to build and mainta ...

  • First Command Financial Services

    Financial Advisor

    2 weeks ago

    First Command Financial Services Alexandria, United States

    Job Description4 out of 5 of our Advisors are veterans or military spousesWho We AreFirst Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepre ...

  • RER Solutions, Inc.

    Associate Financial Advisor

    3 weeks ago

    RER Solutions, Inc. Washington, United States

    Job Description · Job DescriptionDescription:Do you want to work for a company that cares about you as a person, not just a number? For a company that provides outstanding leadership? For a company that offers exceptional benefits? RER Solutions, Inc., could be your new home. · R ...

  • Bull Run Investment Management

    Senior Financial Advisor

    4 weeks ago

    Bull Run Investment Management Washington, United States

    About Us: · Bull Run Investment Management is a dynamic, rapidly growing wealth management firm. Our diverse and innovative team prides itself on offering first in class in-house proprietary management, with a specific focus on high growth public equities in the software and tech ...

  • First Command Financial Services, Inc.

    Financial Advisor

    3 weeks ago

    First Command Financial Services, Inc. Alexandria, United States

    Job Description · 4 out of 5 of our Advisors are veterans or military spouses · Who We Are · First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, ...

  • Prudential Financial

    Financial Advisor

    3 weeks ago

    Prudential Financial Washington, United States

    Explore a career as a FINANCIAL PLANNER · Take your career to the next level at Prudential Advisors - change your life by helping others change theirs · We have an immediate opening for a highly motivated analytical individual to join our Pacific NW team. In general, the entrepre ...

  • LPL Financial

    Financial Advisor

    5 days ago

    LPL Financial Washington, United States Full time

    Credit Union · Financial Advisor - Andrews Federal Credit Union · Your career path should lead to real opportunity · LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at An ...

  • LPL Financial

    Financial Advisor

    2 weeks ago

    LPL Financial Washington, United States Full time

    Credit Union · Financial Advisor - Andrews Federal Credit Union · Your career path should lead to real opportunity · LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at An ...

  • First Command Financial Services

    Financial Advisor

    3 weeks ago

    First Command Financial Services Alexandria, United States

    Job Description · 4 out of 5 of our Advisors are veterans or military spouses · Who We Are · First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal dri ...

  • Pence Financial Group

    Financial Advisor

    2 weeks ago

    Pence Financial Group Alexandria, United States

    Pence Financial Group is a firm dedicated to providing quality comprehensive financial management to individual investors. Because of this, we offer our clients a much broader and more sophisticated range of integrated strategies. As a Firm, the Pence family of companies is the r ...

  • Core Group Resources

    Financial Advisor

    2 weeks ago

    Core Group Resources Alexandria, United States

    Job Description · Job DescriptionCore Group Resources ) is Americas leading recruitment company. Founded by a service academy graduate who has offshore experience, Core Group Resources expertise is unmatched in the marine offshore market, finance, IT, renewables, & non-profit for ...

  • Pop-Up Talent

    Financial Advisor, Wealth Management

    2 weeks ago

    Pop-Up Talent Washington, United States

    Job Description · Job DescriptionRelationship Manager · Remote · Amazing remote Financial Advisor, Insurance Agent, and Relationship Manager opportunity where you earn a base salary and unlimited commission opportunities helping Veterans and their families in a role that does not ...

  • Texas Trust Credit Union

    Financial Advisor

    3 weeks ago

    Texas Trust Credit Union Arlington, United States

    LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Texas Trust Credit Union in Arlington/Dallas, TX would allow you to join Texas Trust Credit Union as a Financial Advisor ...

  • Texas Trust Credit Union

    Financial Advisor

    4 weeks ago

    Texas Trust Credit Union Arlington, United States

    LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Texas Trust Credit Union in Arlington/Dallas, TX would allow you to join Texas Trust Credit Union as a Financial Advisor ...

  • Infinity Ventures

    Financial advisor

    4 weeks ago

    Infinity Ventures Arlington, United States

    For over 90 years, Sparda-Bank Nürnberg eG has been successfully operating in our region. We are the largest cooperative bank in northern Bavaria and have been ranked as having the most satisfied customers by Kundenmonitor Deutschland for years. · We are currently seeking a Finan ...

  • BECU

    Associate Financial Advisor

    1 week ago

    BECU Washington, United States Full time

    As the nation's largest community credit union, we begin every day focused on delivering superior financial products and services for our 1.3 million members and more than $30 billion in managed assets. Our work has an economic impact as we support our members' financial goals. W ...

  • Strategic Financial Associates LLC

    Associate Financial Advisor

    2 weeks ago

    Strategic Financial Associates LLC Bethesda, United States

    Job Description · Job Description · Title: Associate Financial AdvisorSalary: Commensurate with SkillsEmployment Type: · Full Time, in officeRequired Experience: 5 + yearsPosition Description:This position is for an Associate Financial Advisor (AFA) to manage an existing block ...

  • Voya Financial Advisors

    Voya Washington DC Financial Advisor

    2 weeks ago

    Voya Financial Advisors Washington, United States

    Job Description · Job DescriptionVoya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater DC area to work plan sponsor relationships. · ...