Accounting & Finance Mitarbeiter managing bookkeeping, invoices, and financial processes at a leading packaging design agency. Collaborating with controlling and external partners for financial reporting and strategy.
About the role
- Financial Advisor consulting on investment and insurance strategies for PNC Wealth Management in Fishers, IN. Growing and retaining investment and insurance book of business with clients.
Responsibilities
- Consults on investment and insurance strategies, as well as the development of financial plans for clients
- Grows and retains an investment and insurance book of business
- Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate
- Acquires, expands and maintains client relationships through business development and client networking
- Grows client loyalty and share of wallet through an exceptional client experience
- Applies product and procedural knowledge to solve client problems appropriately and efficiently
- Develops and implements investment and insurance strategies for clients
- Determines the best products to support such strategies
- Presents sound financial recommendations and guidance to clients
- Establishes individual financial plans based on client financial needs and objectives
- Monitors financial plans and recommends changes as needed
- Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities
- Drives investment education and visibility among branch staff
- In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results
- Shows urgency with activities and leads by example
- Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity
- Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management
- Meets service level agreements on lead and referral follow up
- Adheres to all applicable laws, regulations, policies and guidelines
Requirements
- 2+ years of relevant professional experience
- Bachelors
- FINRA Series 7 and 66 (or 63,65) required
- Life and Health Insurance required
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
- paid time off, depending on your eligibility: maternity and/or parental leave
- up to 11 paid holidays each year
- 8 occasional absence days each year
- between 15 to 25 vacation days each year, depending on career level; and years of service
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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