PNC Financial Services

Financial Advisor

PNC Financial Services

Jacksonville, FL, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to PNC Financial Services! We are currently seeking a talented and motivated Financial Advisor to join our team. As a Financial Advisor at PNC, you will have the opportunity to help clients navigate their financial goals and make informed decisions to secure their financial future. We are looking for individuals who possess exceptional communication skills, a strong understanding of financial planning, and a passion for helping others achieve their financial dreams. If you are a driven and client-focused individual, we would love to hear from you!

  1. Build and maintain strong relationships with clients by providing exceptional customer service and personalized financial guidance.
  2. Conduct thorough financial assessments and develop customized financial plans based on clients' goals, risk tolerance, and financial situation.
  3. Communicate complex financial concepts in an easy-to-understand manner to clients, ensuring they are well-informed and empowered to make financial decisions.
  4. Stay up-to-date on industry trends and changes in financial regulations to provide accurate and relevant advice to clients.
  5. Proactively reach out to potential clients to grow the business and expand the client base.
  6. Collaborate with team members to identify and implement strategies for improving customer satisfaction and retention.
  7. Educate clients on various investment options, retirement planning, and insurance products to help them achieve their financial goals.
  8. Monitor and review clients' financial portfolios regularly and make necessary adjustments to ensure they stay on track to meet their goals.
  9. Maintain accurate and detailed records of client interactions and financial planning activities.
  10. Adhere to all PNC policies, procedures, and ethical standards to maintain the company's reputation and trust in the financial industry.
Where is this job?
This job is located at Jacksonville, FL, USA
Job Qualifications
  • Strong Communication And Interpersonal Skills

  • Minimum Of 2-3 Years Of Experience In Financial Planning Or Investment Management

  • Bachelor's Degree In Finance, Accounting, Economics, Or Related Field

  • Series 7 And 66 Licenses, Or Willingness To Obtain

  • Knowledge Of Financial Products And Services, As Well As Current Market Trends And Regulations.

Required Skills
  • Risk Management

  • Client Relationship Management

  • wealth management

  • Asset allocation

  • Retirement planning

  • Cash flow management

  • Estate Planning

  • Investment Analysis

  • Tax Planning

  • Portfolio Diversification

  • Financial Goal Setting

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Decision-making

Compensation

According to JobzMall, the average salary range for a Financial Advisor in Jacksonville, FL, USA is between $49,000 - $168,000 per year. This range can vary based on factors such as experience, education, and specific job responsibilities. Factors such as bonuses, commissions, and benefits may also impact the overall salary 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
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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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