ClevelandRecruiter Since 2001
the smart solution for Cleveland jobs

Investment Advisor - PNCI (F)

Company: PNC Financial Services Group
Location: Wadsworth
Posted on: September 15, 2019

Job Description:

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 Cleveland, OH.

Job Profile


  • Licensing requirements: FINRA Series 7/66 (63/65) required. Life and Health Insurance 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.


      CompetenciesCoaching 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.

      Disability Accommodations Statement

      The PNC workplace is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the PNC Careers website or submission process, please call 877-968-7762 and select Option 4: Recruiting or contact us via email at pathfinder@pnc.com.

      The Human Resources Service Center hours of operation are Monday - Friday 9:00 AM to 5:00 PM ET.

      Equal Employment Opportunity (EEO)

      PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

Keywords: PNC Financial Services Group, Cleveland , Investment Advisor - PNCI (F), Other , Wadsworth, 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


Truck Drivers – Earn Up to $110,000 as a Certified Driver Trainer – Paid for All Dispatched & Empty
Description: Truck Drivers Earn Up to 110,000 as a Certified Driver Trainer Paid for All Dispatched amp Empty Miles Don't Wait, Call Now 423-375-8753 Take your experience where it will pay off. U.S. (more...)
Company: U.S. Xpress
Location: Mansfield
Posted on: 09/19/2019

Senior Real Estate Professional
Description: Job Description A Senior Real Estate Professional is a real estate agent who handles all the details of a real estate transaction for clients. When selling or purchasing real estate, clients need a Real (more...)
Company: Berkshire Hathaway HomeServices Northwood Realty S
Location: Youngstown
Posted on: 09/19/2019

Two Year Lease-to-Own: No Money Down, No Credit Check, No Balloon Payment, Walkaway Lease
Description: Two Year Lease-to-Own: No Money Down, No Credit Check, No Balloon Payment, Walkaway Lease IT'S NEVER BEEN EASIER TO OWN YOUR OWN TRUCK Don't Wait, Call Now 423-445-7319 24 Months and You OWN IT - (more...)
Company: U.S. Xpress
Location: Mansfield
Posted on: 09/19/2019


Automotive Service Advisor
Description: 5711 Peach Street, Erie, PA 16509AUTOMOTIVE SERVICE ADVISOR br br Experience Preferred br br Excellent Earnings Potential Roth Cadillac is hiring now for an Automotive Service Advisor. Due to (more...)
Company: ROTH CADILLAC
Location: Erie
Posted on: 09/19/2019

Owner Operator Truck Driver Job - Sign On Bonus Available & Great Benefits!
Description: Owner Operator Truck Driver Job - Sign On Bonus Available amp Great Benefits No Forced Dispatch and 100 Fuel Surcharge Don't Wait, Call Now 423-445-7433 U.S. Xpress knows you are a business owner (more...)
Company: U.S. Xpress
Location: Youngstown
Posted on: 09/19/2019

Clinician- Emergency Department
Description: Purpose: br The Clinician is a highly developed role model of professional nursing practice with focused expertise and accountabilities in one or more of the following: expert clinical practice, teaching/development, (more...)
Company: UPMC
Location: Erie
Posted on: 09/19/2019

Supplier Development Engineer
Description: This company is a global designer of components, modules and systems for the commercial vehicle, automotive and off-highway markets. They have more than 20 locations in 15 countries. This position is (more...)
Company: Cameron Craig Group
Location: Mansfield
Posted on: 09/19/2019

General Transcriber
Description: Individuals who can transcribe audio content of financial results conferences, medical training seminars, group project meetings and other general business meetings.
Company: Mommy Jobs Online
Location: Mansfield
Posted on: 09/19/2019

Bid On Local Landscaping Jobs - Reach New Customers In Your Area
Description: Over 25 million homeowners have trusted HomeAdvisor 1800Contractor to help them find quality professionals with the expertise to turn their home improvement
Company: HomeAdvisor
Location: Youngstown
Posted on: 09/19/2019

Truck Drivers – Earn Up to $110,000 as a Certified Driver Trainer – Paid for All Dispatched & Empty
Description: Truck Drivers Earn Up to 110,000 as a Certified Driver Trainer Paid for All Dispatched amp Empty Miles Don't Wait, Call Now 423-375-8753 Take your experience where it will pay off. U.S. (more...)
Company: U.S. Xpress
Location: Youngstown
Posted on: 09/19/2019

Log In or Create An Account

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

Cleveland RSS job feeds