Investment Advisor - PNCI (F)
Company: PNC Financial Services Group
Location: Carmel
Posted on: January 12, 2021
|
|
Job Description:
Job ProfilePosition 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. As an Investment Advisor within PNC Investments, you
will be based in Elkhart, IN at the Weston Park Branch.Job
Description* Licensing requirements: FINRA Series 7/66 (63/65)
licenses required. Life & Health License required.* 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
EducationAssociates Disability Accommodations Statement:The PNC
workplace is inclusive and supportive of individual needs. If you
have a physical or other impairment that might require an
accommodation, including technical assistance with the PNC Careers
website or submission process, please call 877-968-7762 and select
Option 4: Recruiting or contact us via email at pathfinder@pnc.com.
The Human Resources Service Center hours of operation are Monday -
Friday 9:00 AM to 5:00 PM ET.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.
Keywords: PNC Financial Services Group, Carmel , Investment Advisor - PNCI (F), Other , Carmel, Indiana
Click
here to apply!
|
Didn't find what you're looking for? Search again!
Other Other JobsURGENT: Babysitting Wanted - Employing Greenwood, Indiana Care Provider, Seeking Sitter Description: Hi, i am looking for an occasional Company: Sitter Location: Greenwood Posted on: 01/22/2021 Travel CT Tech - $1,780 per week Description: Cross Country Allied is seeking a travel CT Tech for a travel job in Fairfield, Ohio.Job Description Requirements ul li Specialty: CT Tech li Discipline: Allied Health Professional li Start (more...) Company: NurseFly Location: Fairfield Posted on: 01/22/2021 Insurance Agency Owner Description: Job Description DISCOVER A SMARTER STARTUP. There are business opportunities and Company: Farmers Insurance Location: Greenwood Posted on: 01/22/2021 Supplement Your Income - Shop and Deliver Description: Job DescriptionFULL-SERVICE SHOPPER Why shop and deliver with Instacart Instacart is the North American leader in grocery delivery. We strive to help make grocery delivery effortless, affordable, and (more...) Company: Instacart Shoppers Location: Lafayette Posted on: 01/22/2021 Travel Vascular Tech - $1,880 per week Description: MedPro Healthcare Allied Staffing is seeking a travel Vascular Tech for a travel job in Muncie, Indiana.Job Description Requirements ul li Specialty: Vascular Tech li Discipline: Allied Health (more...) Company: NurseFly Location: Muncie Posted on: 01/22/2021 Packer Description: 12 hour, rotating weekends, must be ok to work in a fast paced environment. Pack product off machine per orientation on stacking diagramsPack product into cartons without deforming the productEnsure carton (more...) Company: Staffmark Location: Middletown Posted on: 01/22/2021 Certified Medication Tech/Aide/QMAP Description: Apply online today at https://bit.ly/3pZi2mt If you're compassionate and enjoy helping others, consider becoming a part of the Primrose Retirement Team. Work with a team of caring individuals with a reputation (more...) Company: Primrose Retirement Communities LLC Location: Anderson Posted on: 01/22/2021 Store Support Description: Job DescriptionPosition Purpose:Associates in Store Support positions are responsible for a variety of non-sales functions. This may include ensuring an outstanding Company: The Home Depot - General Location: Noblesville Posted on: 01/22/2021 Water Treatment Specialist (92W) Description: If you're interested in a career in environmental health, join the Army National Guard as a Water Treatment Specialist. This role is paramount to the health and safety of your fellow Soldiers, and you (more...) Company: Army National Guard Location: Muncie Posted on: 01/22/2021 Manual Machinist Description: Express Employment Professionals West Chester is currently seeking a Manual Machinist Company: Express Professionals West Chester Location: Middletown Posted on: 01/22/2021 |