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Financial Advisor - Doral, United States - PNC Financial Services Group
Description
Financial Advisor - PNC Investments page is loadedFinancial Advisor - PNC Investments
Apply
locations
FL - Miami
time type
Full time
posted on
Posted 5 Days Ago
job requisition id
R154690
Position Overview
At 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 Miami - Brickell area.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
Coaching Others – Knowledge of coaching concepts and methods; ability to encourage, motivate, and guide individuals or teams in learning and improving effectiveness.
– 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 Experience
Roles at this level typically require a university / college degree with
Education
Associates
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 and
say "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.
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.
For more than 160 years, we have been committed to supporting our customers, communities, employees and shareholders.
At PNC, we are proud of our longstanding history of building strong communities that create financial opportunities for individuals, families and businesses.
The commitment to creating a differentiated experience for our customers is driven by our commitment to doing the same for our employees.
That means providing employees with the opportunities to make an impact, develop and grow, and be part of an inclusive culture where everyone is valued.
It's how we make sure that we have the right people, in the right roles, doing their best work for our customers.
PNC also offers customers – from individuals and small businesses, to corporations and government entities – a wide range of products and services.
No matter how simple or complicated your needs, we're sure to have the products, knowledge and resources necessary to help you meet your financial goals.
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