PNC Financial Services

Financial Advisor

PNC Financial Services

Moreno Valley, CA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you passionate about helping others achieve their financial goals? Do you have a knack for analyzing numbers and providing sound financial advice? If so, PNC Financial Services is looking for a dedicated and experienced Financial Advisor to join our team. As a Financial Advisor, you will have the opportunity to work with a diverse range of clients, providing them with personalized financial solutions to help them reach their financial objectives. We are seeking candidates who possess strong analytical skills, excellent communication abilities, and a genuine desire to help others succeed. If this sounds like you, we would love to hear from you!

  1. Conduct comprehensive financial analysis for clients to determine their financial needs and goals.
  2. Provide personalized financial advice and recommendations to clients based on their individual situation.
  3. Develop and maintain relationships with clients to ensure their financial objectives are being met.
  4. Stay up-to-date on industry trends and changes in financial regulations to provide accurate and relevant advice to clients.
  5. Create and implement financial plans for clients, taking into consideration their short-term and long-term goals.
  6. Communicate complex financial information to clients in a clear and understandable manner.
  7. Collaborate with other team members and departments to provide a seamless and comprehensive financial experience for clients.
  8. Continuously monitor and review clients' financial plans and make necessary adjustments as needed.
  9. Assist clients with investment decisions and provide guidance on managing their assets.
  10. Maintain confidentiality and adhere to ethical standards when handling clients' financial information.
  11. Network and actively seek out new clients to grow the business.
  12. Participate in training and professional development opportunities to enhance knowledge and skills.
  13. Comply with all industry regulations and company policies.
  14. Provide exceptional customer service and build long-lasting relationships with clients.
  15. Represent the company in a positive and professional manner at all times.
Where is this job?
This job is located at Moreno Valley, CA, USA
Job Qualifications
  • Bachelor's Degree In Finance, Accounting, Economics, Or A Related Field.

  • At Least 3-5 Years Of Experience In Financial Planning And Advising.

  • Strong Knowledge Of Investment Products, Financial Markets, And Tax Laws.

  • Excellent Communication And Interpersonal Skills For Building Client Relationships.

  • Certified Financial Planner (Cfp) Certification Preferred.

Required Skills
  • Financial Analysis

  • Investment Management

  • Portfolio Management

  • Risk assessment

  • Asset allocation

  • Retirement planning

  • Cash flow management

  • Wealth planning

  • Estate Planning

  • Tax Planning

  • Client

  • Insurance Planning

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Teamwork

  • Active Listening

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Financial Advisor in Moreno Valley, CA, USA is between $62,000 and $116,000 per year. This range can vary depending on factors such as experience, education, and specific job duties. Additionally, bonuses and commission may also play a role in the total compensation for a Financial Advisor in this area.

Additional Information
PNC Financial Services is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMarch 28th, 2024
Apply BeforeMay 22nd, 2025
This job posting is from a verified source. 
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About PNC Financial Services

PNC Financial Services Group, Inc. is an American bank holding company and financial services corporation based in Pittsburgh, Pennsylvania. Its banking subsidiary, PNC Bank, operates in 19 states and the District of Columbia with 2,459 branches and 9,051 ATMs.

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