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Licensed Investment Services Consultant at PNC | JobVerse
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Licensed Investment Services Consultant
PNC
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Licensed Investment Services Consultant
United States
Full Time
1 week ago
$37,000 - $64,300 USD
Apply Now
Key skills
Communication
Problem Solving
About this role
Role Overview
Actively and regularly coaches and educates internal eco partners to drive investment visibility
Identify investment opportunities and lead team on actions to achieve investment results
Has regular and effective communication with internal and external partners
Make referrals to internal business partners as appropriate
Promotes PNC's products and services to clients seeking advice and guidance
Engage with clients to understand their goals and recommend investment solutions
Apply product and procedural knowledge to solve client problems
Own and manage the end-to-end client experience
Meet service level agreements on lead and referral follow up
Adhere to all applicable laws, regulations, policies and guidelines while maintaining accurate documentation
Requirements
university / college degree with < 1 year of professional experience and/or successful completion of a formal development program
Client Prospecting
Client Relationship Building
Credit Risk Analysis
Customer Engagement
Financial Analysis
Financial Modeling
Investment Banking
Public Speaking
Relationship Building
Relationship Management
Accuracy and Attention to Detail
Coaching Others
Customer Experience Management
Customer Retention
Effective Communications
Knowledge Of Customers
Matrix Management
Problem Solving
Products and Services
Prospecting
Relationship Management
Value Selling
Benefits
medical/prescription drug coverage (with a Health Savings Account feature)
dental and vision options
employee and spouse/child life insurance
short and long-term disability protection
401(k) with PNC match
pension and stock purchase plans
dependent care reimbursement account
back-up child/elder care
adoption, surrogacy, and doula reimbursement
educational assistance, including select programs fully paid
a robust wellness program with financial incentives
maternity and/or parental leave
up to 11 paid holidays each year
9 occasional absence days each year, unless otherwise required by law
between 15 to 25 vacation days each year, depending on career level; and years of service
Apply Now
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