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As a Financial Specialist Team Manager for PNC, you will have a unique opportunity to lead a team to grow client relationships for dual businesses within the ...
As a Financial Specialist Team Manager for PNC, you will have a unique opportunity to lead a team to grow client relationships for dual businesses within the ...
As a PNC Financial Advisor you will become part of PNC Investments, a specialized subsidiary of PNC Bank that provides products and services for individuals ...
As a Financial Specialist Team Manager for PNC, you will have a unique opportunity to lead a team to grow client relationships for dual businesses within the ...
For your reference, we have included the original job posting below.
Financial Advisor
Job Number:
43636687
Company Name:
Diamond State Financial Group
Job Location:
Newark, DE US
Job Categories:
Accounting & Finance Sales & Sales Management
Salary:
Competative Pay Out
Minimum Education:
4-Year College Degree
Financial Advisor
Financial Advisors-Finance Sales Rep
Diamond State Financial Group is hiring Financial Advisors-Finance Sales Rep in Newark, DE.
As an advisor your goal is to develop your practice by building an active client base. You will work with your clients to assess their financial needs, develop strategies for them to achieve their financial goals, and then implement those recommendations by offering the appropriate financial products.
What you will do as a financial advisor?
Work with a mentor/senior advisor in your first year while you are learning the business
Identify market opportunities
Develop and implement strategies to successfully access identified markets
Build a sustainable client base
Foster long term relationships with clients
Assess the financial needs of clients
Create and implement financial recommendations
Conduct regular review meetings with clients
Maintain a current working knowledge of relevant planning techniques, tax regulations, risk management products and investment vehicles, etc
Ensure timely processing of market orders, applications, etc
Maintain client records per current compliance requirements
Maintain necessary licenses and registrations (i.e. continuing education requirements)
Participate in firm and Home Office sponsored training programs
How will you spend your time in this position?
35% Client Acquisition (marketing and prospecting)
35% Client Meetings
20% Needs analysis/development of client recommendations
10% Administrative
Requirements:
What skills and knowledge will you need for this career?
Effective communication and presentation skills
Strong interpersonal skills to establish and maintain long-term client relationships
Leadership skills and the ability to motivate clients
Analytical skills to evaluate client needs and make appropriate recommendations
Effective time management and organization skills (good multi-tasking)
Ability to work both independently and within a team
What are the requirements for this position?
Bachelor degree (or better)
Demonstrated success track (proven ability to accomplish stated goals)
Enjoys Sales
How will you get paid?
Commissions, including renewals, fees, and bonuses
6-month Apprenticeship Program with pay based on activity
48-month Residency Program with base subsidy
Competitive benefits program including 401K, medical/dental/vision insurance; non-qualified deferred compensation plan; flexible spending accounts; and numerous supplemental insurance (life, long-term care, disability) options