MentorRecruiter Since 2001
the smart solution for Mentor jobs

Investment Advisor - PNCI (F)

Company: PNC Financial Services Group
Location: Mentor
Posted on: September 10, 2020

Job Description:

Job Description: Job Profile 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 Mentor, OH at the Mentor Mall branch. Job Description * Licensing requirement: FINRA Series 7/66 (63/65) licenses required. Life & Health insurance license 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

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

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Warehouse Worker - Part Time Overnight Shifts Available
Description: Full-time Warehouse Team Member - 500 sign-on bonus Hourly pay rate Earn 15.00- 18.00/hr, plus benefits and a 500 sign-on bonus. The base pay for this role is 15/hr. We are offering temporary shift (more...)
Company: Amazon Workforce Staffing
Location: Strongsville
Posted on: 09/23/2020

Diesel Mechanic - Walton Hills
Description: Job DescriptionAt Hogan, We Mechanic Better Whether you have years of experience
Company: Hogan Transportation
Location: Strongsville
Posted on: 09/23/2020

Full-time Amazon Warehouse Operator - $500 sign-on bonus
Description: Full-time Warehouse Team Member - 500 sign-on bonus Hourly pay rate Earn 15.00- 18.00/hr, plus benefits and a 500 sign-on bonus. The base pay for this role is 15/hr. We are offering temporary shift (more...)
Company: Amazon Workforce Staffing
Location: Strongsville
Posted on: 09/23/2020


Full-time Warehouse Operator - $500 sign-on bonus
Description: Full-time Warehouse Team Member - 500 sign-on bonus Hourly pay rate Earn 15.00- 18.00/hr, plus benefits and a 500 sign-on bonus. The base pay for this role is 15/hr. We are offering temporary shift (more...)
Company: Amazon Workforce Staffing
Location: Mentor
Posted on: 09/23/2020

Server
Description: What's in it for you: br br ul br li Tuition assistance up to 5,250 a year li Free food yes, really FREE li Medical, dental, and vision insurance li Paid breaks li Paid time off (more...)
Company: Chipotle
Location: Mentor
Posted on: 09/23/2020

Crew Leader
Description: Job Description: Experience Required: 1 to 3 years Experience Desired: Supervisory Experience, Customer Service/Retail Experience Education Required: High school diploma or equivalent Certification (more...)
Company: GetGo
Location: Mentor
Posted on: 09/23/2020

Full-Time Store Associate
Description: Job Description: We're ALDI, one of America's favorite grocers. We've grown a lot in the past few years, expanding our reach and customer base all around the country. Whether it's in customer service (more...)
Company: ALDI
Location: Mentor
Posted on: 09/23/2020

Seasonal Part-time Warehouse Worker - $500 Bonus - Twinsburg
Description: Seasonal Part-time Warehouse Team Member - 500 Bonus Hourly pay rate Earn 15.00- 18.00/hr, plus benefits and a 500 sign-on bonus. The base pay for this role is 15/hr. We are offering temporary shift (more...)
Company: Amazon Workforce Staffing
Location: Strongsville
Posted on: 09/23/2020

Seasonal Part-Time Amazon Warehouse Operator With $1000 Sign-on Bonus
Description: Seasonal Part-time Warehouse Team Member - 500 Bonus Hourly pay rate Earn 15.00- 18.00/hr, plus benefits and a 500 sign-on bonus. The base pay for this role is 15/hr. We are offering temporary shift (more...)
Company: Amazon Workforce Staffing
Location: Strongsville
Posted on: 09/23/2020

Crew Leader
Description: Job Description Experience Required: 1 to 3 years Experience Desired: Supervisory Experience, Customer Service/Retail Experience Education Required: High school diploma or equivalent Certification (more...)
Company: GetGo
Location: Strongsville
Posted on: 09/23/2020

Log In or Create An Account

Get the latest Ohio jobs by following @recnetOH on Twitter!

Mentor RSS job feeds