Note: The job is a remote job and is open to candidates in USA. PNC is a financial services company focused on delivering strong customer experiences through an inclusive workplace. The Virtual Financial Advisor within PNC Wealth Management remotely advises clients on investment and insurance strategies, develops financial plans, manages client relationships, grows the business, and coaches branch staff.
Responsibilities
- 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
Skills
- Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience
- In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered
- Bachelors
- Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management
- Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling
Benefits
- Incentive eligibility, with payment based upon company, business and/or individual performance.
- Remote work in select geographic locations, subject to approval by PNC, from a quiet, secure, and confidential home-based workspace.
- Medical/prescription drug coverage with a Health Savings Account feature, depending on eligibility for full-time employees.
- Dental and vision options, depending on eligibility for full-time employees.
- Employee and spouse/child life insurance, depending on eligibility for full-time employees.
- Short- and long-term disability protection, depending on eligibility for full-time employees.
- 401(k) with PNC match, depending on eligibility for full-time employees.
- Pension and stock purchase plans, depending on eligibility for full-time employees.
- Dependent care reimbursement account, depending on eligibility for full-time employees.
- Back-up child/elder care, depending on eligibility for full-time employees.
- Adoption, surrogacy, and doula reimbursement, depending on eligibility for full-time employees.
- Educational assistance, including select programs fully paid, depending on eligibility for full-time employees.
- A robust wellness program with financial incentives, depending on eligibility for full-time employees.
- Maternity and/or parental leave, depending on eligibility.
- Up to 11 paid holidays each year, depending on eligibility.
- 9 occasional absence days each year, unless otherwise required by law, depending on eligibility.
- Between 15 to 25 vacation days each year, depending on career level and years of service.
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