Licensed Investment Services Consultant - PNC Wealth Management

PNC is a leading financial services company that is committed to delivering exceptional customer experiences. As a Licensed Investment Services Consultant, you will coach and educate partners, promote PNC's products, and manage client relationships 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

• 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
• FINRA Series 7 required
• FINRA Series 66 (or 63 & 65) required
• Life and Health Insurance required
• Client Prospecting
• Client Relationship Building
• Credit Risk Analysis
• Customer Engagement
• Financial Analysis
• Financial Modeling
• Investment Banking
• Public Speaking
• Relationship Building
• Relationship Management

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; and years of service

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