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Investment Advisor - PNCI (F)

Company: PNC Financial Services Group
Location: Mentor
Posted on: September 4, 2020

Job Description:

Job Description: brbrbrbrbJob Profile/bbrbrp style="text-align:inherit"/pp style="text-align:inherit"/pspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanh2spanspanspanbPosition Overview/b/span/span/span/h2/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/spanp style="text-align:inherit"/pp style="text-align:inherit"/pAt 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 Mentor, OH at the Mentor Mall branch.p style="text-align:inherit"/pp style="text-align:inherit"/pp style="text-align:left"bJob Description/b/pp style="text-align:inherit"/pp style="text-align:inherit"/pulliLicensing requirement: FINRA Series 7/66 (63/65) licenses required. Life Health insurance license required./lilispanConsults 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./span/lilispanAcquires, 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./span/lilispanDevelops 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./span/lilispanActively 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./span/lilispanRegularly 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./span/li/ulp/ppPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:/pullibCustomer Focused/b - 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./lilibManaging Risk/b - 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./li/ulp/pp style="text-align:inherit"/pp style="text-align:inherit"/pspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanh2spanspanspanbCompetencies/b/span/span/span/h2/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/spanp style="text-align:inherit"/pp style="text-align:inherit"/pCoaching Others - Knowledge of coaching concepts and methods; ability to encourage, motivate, and guide individuals or teams in learning and improving effectiveness.p style="text-align:inherit"/pp style="text-align:inherit"/pCustomer 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.p style="text-align:inherit"/pp style="text-align:inherit"/pCustomer Retention - Knowledge of and ability to implement effective strategies and activities that promote long-term customer loyalty.p style="text-align:inherit"/pp style="text-align:inherit"/pEffective 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.p style="text-align:inherit"/pp style="text-align:

Keywords: PNC Financial Services Group, Mentor , Investment Advisor - PNCI (F), Other , Mentor, Ohio

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