Licensed Investment Services Consultant - PNC Investments

PNC

305d • $37,000 - $83,590 • Remote

About The Position

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. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Licensed Investments Service Consultant within PNC's Investments organization, you will be remote within PNC footprint. The Investment Services Consultant (ISC) role within PNC Investments acts as a phone-based sales and service financial advisor within our fast-paced Investment Center. You will be aligned with branch partners from your assigned offices who refer clients seeking advice and guidance. You will engage with clients from the PNC Investment Center book of business to understand their goals and objectives, and recommend investment solutions tailored to their individual situation and needs. This is a remote position. Work may be performed from a quiet, confidential space in a home location, approved by PNC. This position may not be available in all geographic locations.

Requirements

• Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
• Roles at this level typically require a 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.
• Licenses: FINRA Series 7, 66 (or 63 & 65) required.
• Life and Health Insurance required.

Nice To Haves

• Client Prospecting
• Client Relationship Building
• Credit Risk Analysis
• Customer Engagement
• Financial Analysis
• Financial Modeling
• Investment Banking
• Public Speaking
• Relationship Building
• Relationship Management

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.

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
• Paid time off including maternity and/or parental leave, up to 11 paid holidays each year, 8 occasional absence days each year, and between 15 to 25 vacation days each year depending on career level and years of service.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Associate degree