Senior Retirement Plan Advisor - Institutional Asset Management
Attention all experienced retirement planning professionals! Are you looking for an exciting opportunity to join a leading financial institution and make a significant impact on the lives of institutional clients? PNC Financial Services is seeking a highly qualified Senior Retirement Plan Advisor to join our Institutional Asset Management team. In this role, you will use your extensive knowledge and expertise to provide strategic retirement planning advice to our institutional clients, helping them to achieve their retirement goals and objectives. If you have a passion for retirement planning and a proven track record of success in a similar role, we want to hear from you. Join our team and be a part of our mission to help individuals and organizations achieve financial security and success.
- Provide expert retirement planning advice and guidance to institutional clients.
- Develop and maintain strong relationships with clients to understand their unique retirement needs and goals.
- Analyze and evaluate retirement plans to identify potential areas for improvement and recommend solutions.
- Conduct thorough research and stay up-to-date on industry trends and best practices in retirement planning.
- Collaborate with other team members and departments to develop comprehensive retirement planning strategies for clients.
- Utilize advanced financial planning tools and software to create personalized retirement plans for clients.
- Serve as a subject matter expert and resource for colleagues and clients on retirement planning topics.
- Deliver presentations and training sessions to educate clients on retirement planning strategies and products.
- Stay compliant with all industry regulations and company policies and procedures.
- Meet or exceed established performance goals and metrics.
- Maintain accurate and up-to-date records of client interactions and recommendations.
- Continuously seek opportunities to improve processes and procedures related to retirement planning services.
- Represent the company in a professional and positive manner at all times.
- Stay current on market trends and changes in retirement planning laws and regulations.
Extensive Experience In Retirement Planning: A Senior Retirement Plan Advisor Should Have At Least 5-7 Years Of Experience In Providing Retirement Planning Solutions To Institutional Clients.
In-Depth Knowledge Of Institutional Asset Management: The Ideal Candidate Should Possess A Thorough Understanding Of Institutional Asset Management, Including Investment Strategies, Risk Management, And Regulatory Compliance.
Strong Communication And Relationship Management Skills: As A Senior Advisor, The Candidate Should Have Excellent Communication And Interpersonal Skills To Effectively Interact With Clients, Understand Their Needs, And Build Long-Term Relationships.
Industry Certifications: A Senior Retirement Plan Advisor Should Hold Relevant Industry Certifications Such As Certified Financial Planner (Cfp), Chartered Financial Analyst (Cfa), Or Certified Investment Management Analyst (Cima) To Demonstrate Their Expertise And Credibility.
Proven Track Record Of Success: The Candidate Should Have A Strong Track Record Of Successfully Managing And Growing A Portfolio Of Institutional Clients, Achieving Sales Targets, And Providing Superior Customer Service. This Should Be Supported By Client Testimonials And Performance Metrics.
Financial Analysis
Financial Planning
Investment Management
Portfolio Management
Risk assessment
Client Relationship Management
wealth management
Asset allocation
Retirement planning
Retirement Income
Employee
Pension Strategies
Communication
Conflict Resolution
Customer Service
Leadership
Time management
Interpersonal Skills
Critical thinking
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Senior Retirement Plan Advisor - Institutional Asset Management in Louisville, KY, USA is between $90,000 and $150,000 per year. However, salaries can vary based on factors such as experience, qualifications, and the specific company or institution the advisor works for. Additionally, bonuses and other forms of compensation may also play a role in the total salary. It is always best to research the specific company and their salary ranges to get a more accurate idea of potential earnings.
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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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