PNC Financial Services

Financial Advisor - PNC Investments

PNC Financial Services

Birmingham, AL, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to PNC Financial Services, where we are committed to helping our clients achieve their financial goals. We are currently seeking a highly motivated and experienced Financial Advisor to join our team at PNC Investments. As a Financial Advisor, you will have the opportunity to build relationships with clients, understand their unique financial needs, and provide tailored investment solutions to help them reach their financial objectives. We are looking for someone with a strong passion for finance and a deep understanding of the investment landscape. If you have a proven track record of success in the financial industry and a desire to help others achieve financial success, we want to hear from you. Join us at PNC Financial Services and take the next step in your career as a Financial Advisor.

  1. Develop and maintain strong relationships with clients by actively listening to their financial needs, concerns, and goals.
  2. Utilize knowledge of financial products and services to provide tailored investment solutions to clients.
  3. Conduct thorough financial analyses and evaluations to determine appropriate investment strategies for clients.
  4. Stay up-to-date on current market trends and economic conditions to make informed investment decisions.
  5. Communicate effectively with clients to educate and advise them on various investment options.
  6. Track and monitor clients' investment portfolios to ensure they align with their financial goals and risk tolerance.
  7. Collaborate with other team members and departments to provide comprehensive financial solutions to clients.
  8. Continuously prospect and network to acquire new clients and grow business opportunities.
  9. Maintain accurate and thorough records of client interactions and transactions.
  10. Adhere to all company policies, procedures, and regulations in all client interactions and transactions.
Where is this job?
This job is located at Birmingham, AL, USA
Job Qualifications
  • Bachelor's Degree In Finance, Economics, Or A Related Field

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

  • Series 7 And 63 Licenses, As Well As State-Specific Insurance Licenses

  • Strong Knowledge Of Investment Products And Financial Markets

  • Excellent Communication And Interpersonal Skills For Building And Maintaining Client Relationships

Required Skills
  • Risk Management

  • Financial Planning

  • Market

  • Portfolio Management

  • wealth management

  • Asset allocation

  • Retirement planning

  • Cash flow management

  • Estate Planning

  • Investment Analysis

  • Tax Planning

  • Financial Literacy

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Empathy

Compensation

According to JobzMall, the average salary range for a Financial Advisor - PNC Investments in Birmingham, AL, USA is $49,000 to $84,000 per year. However, this can vary based on factors such as experience, education, and specific job duties.

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 PostedNovember 1st, 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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