Investment Advisor - PNCI (F)
Company: PNC Financial Services Group
Posted on: November 19, 2019
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 Midland, MI at the
- License Requirements: FINRA Series 7 and 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
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
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
Customer Retention Knowledge of and ability to implement effective
strategies and activities that promote long-term customer
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
Roles at this level typically require a university / college degree
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
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.
Keywords: PNC Financial Services Group, Midland , Investment Advisor - PNCI (F), Other , Midland, Michigan
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