Investment Advisor - PNCI (F) - Louisville - 40211
Posted on: June 12, 2021
JOB DESCRIPTION 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. As an Investment Advisor within PNC Investments, you
will be based in Louisville, KY at the Pleasure Ridge Park branch.
Job Description * License Requirements: FINRA Series 7, 66 (or 63 &
65) required. Life and Health Insurance 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. COMPETENCIES Coaching 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 EXPERIENCE
Roles 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 and experience (including
military service) may be considered. 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 pncbenefits.com > New to PNC
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 email@example.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, Louisville , Investment Advisor - PNCI (F) - Louisville - 40211, Other , Louisville, Kentucky
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