Financial Advisor advising clients on investment and insurance strategies at PNC Wealth Management. Responsible for expanding and maintaining client relationships within the Noblesville, IN, branch.
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
Acquires, expands and maintains client relationships through business development and client networking
Applies product and procedural knowledge to solve client problems appropriately
Develops and implements investment and insurance strategies for clients
Monitors financial plans and recommends changes as needed
Requirements
2+ years of relevant professional experience
university / college degree or a comparable combination of education, job specific certification(s), and experience (including military service)
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