Leading implementation and improvement of Financial Risk Management framework at Domestic & General. Overseeing financial risk processes, ensuring compliance and supporting organisational solvency.
About the role
- Financial Solutions Advisor developing financial plans and managing client relationships at PNC in Merrifield, VA. Focus on investment strategies and client experience while fostering inclusive workplace culture.
Responsibilities
- Consults on investment and insurance strategies
- Grows and retains an investment and insurance book of business
- Owns the client experience, efficiently handling sales and service
- Identifies sales and executing opportunities
- Makes referrals to internal business partners as appropriate
- Acquires, expands and maintains client relationships through branch business development and outbound calling
- 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
- 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
Requirements
- a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program
- a comparable combination of education, job specific certification(s), and experience (including military service) may be considered
- 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
- maternity and/or parental leave
- up to 11 paid holidays each year
- 9 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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