PNC Financial Services

Financial Advisor

PNC Financial Services

Atlanta, GA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to PNC Financial Services, where we are committed to providing our clients with expert financial advice and personalized solutions to help them achieve their financial goals. As a Financial Advisor, you will have the opportunity to make a significant impact on the lives of our clients by providing them with comprehensive financial planning and guidance. We are looking for a driven and knowledgeable individual who is passionate about helping others achieve financial success. If you have a strong background in finance and a desire to make a difference in people's lives, we encourage you to apply for this exciting opportunity.

  1. Provide expert financial advice to clients to help them achieve their financial goals.
  2. Develop and maintain strong relationships with clients to understand their individual financial needs and goals.
  3. Conduct thorough financial analysis and create personalized financial plans for clients.
  4. Stay up-to-date on market trends and developments to provide clients with the most current and relevant financial advice.
  5. Collaborate with other financial advisors and specialists to provide clients with a holistic approach to financial planning.
  6. Actively prospect and acquire new clients through networking and referrals.
  7. Maintain accurate and detailed records of client interactions and financial plans.
  8. Monitor and review clients' financial plans on a regular basis and make necessary adjustments as needed.
  9. Adhere to all regulatory and compliance requirements.
  10. Continuously educate and inform clients about financial products and services offered by PNC Financial Services.
  11. Attend training and development programs to enhance financial knowledge and skills.
  12. Act as a trusted advisor and advocate for clients' financial well-being.
  13. Maintain a high level of professionalism and ethical standards in all client interactions.
  14. Collaborate with other departments and teams within PNC Financial Services to provide clients with a seamless and exceptional experience.
  15. Contribute to the growth and success of PNC Financial Services by meeting and exceeding individual and team performance goals.
Where is this job?
This job is located at Atlanta, GA, USA
Job Qualifications
  • Bachelor's Degree In Finance, Accounting, Economics, Or A Related Field.

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

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

  • Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Client Relationships.

  • Series 7 And 63 Licenses And/Or Certified Financial Planner (Cfp) Certification.

Required Skills
  • Financial Analysis

  • Portfolio Management

  • Risk assessment

  • wealth management

  • Asset allocation

  • Retirement planning

  • Cash flow management

  • Estate Planning

  • Investment planning

  • Client

  • Tax Strategies

  • 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 Atlanta, GA, USA is between $58,000 to $110,000 per year. However, this can vary depending on factors such as experience, qualifications, and the specific company or industry the individual is working in. Some Financial Advisors may also earn additional income through bonuses and commissions.

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 BeforeJune 9th, 2026
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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