Quick overview
Job description
PNC Financial Services, a leader in the financial services sector, renowned for our commitment to customer focus and innovation, is seeking a Financial Advisor to join our dynamic team. In this role, you will provide personalized financial planning and advice to help our clients manage and grow their financial portfolios. This includes investment advice, wealth management, and retirement planning, tailored to the client's individual financial situations and future goals. This position offers a great opportunity to be part of a forward-thinking company that values professional development and client satisfaction.
Responsibilities
- Analyze clients' financial statuses, understand their needs and develop robust financial strategies.
- Advice on investments, insurance, tax services, and retirement.
- Regularly review and revise financial plans with clients.
- Stay up to date with financial markets and general economic conditions.
- Build and expand client relationships through high-quality, personalized service.
Required Skills
- Strong analytical and mathematical skills
- Excellent communication and interpersonal skills
- Proficiency in financial management software
- Understanding of tax laws and investment strategies
- Ability to manage complex information and provide tailored financial solutions
Similar jobs
- PF

Financial AdvisorNew
PNC Financial Services Group · Pewaukee, Wisconsin · Hybrid 🇺🇸
FinanceSalary not listed2 hours ago - GL

Join Our Legacy Planning Team and Make a Lasting Impact Auto Apply
GIA Legacy Planning · Fort Worth · Remote 🇺🇸
Salary not listed1 week ago - GL

🌎 Join Our Legacy Planning Team and Make a Lasting Impact Auto Apply
GIA Legacy Planning · Round Rock · Remote 🇺🇸
Salary not listed1 week ago - SP

Director, Financial Planning & AnalysisNew Auto Apply
Surgery Partners · Brentwood · Hybrid 🇺🇸
Microsoft ExcelMicrosoft OfficeBackground Checks+5FinanceSalary not listedYesterday - ID
Financial Planner Auto Apply
IDBNY · 1114 Avenue of the Americas · Hybrid 🇺🇸
OnboardingArticulateCFA+3FinanceSalary not listed4 days ago - AO
Work From Home - Client Benefits PlannerNew Auto Apply
Aogarciaagency · Bixby · Remote 🇺🇸
Cold CallingSchedulingZoomSalary not listedYesterday - AO
Work From Home - Client Benefits PlannerNew Auto Apply
Aogarciaagency · Avondale · Remote 🇺🇸
Cold CallingSchedulingZoomSalary not listedYesterday - AO
Work From Home - Client Benefits PlannerNew Auto Apply
Aogarciaagency · Rochester Hills · Remote 🇺🇸
ZoomSalary not listed2 days ago - AO
Work From Home - Client Benefits Planner Auto Apply
Aogarciaagency · Harrisburg · Remote 🇺🇸
ZoomSalary not listed3 days ago - AO
Work From Home - Client Benefits Planner Auto Apply
Aogarciaagency · Camden · Remote 🇺🇸
ZoomSalary not listed3 days ago - AO
Work From Home - Client Benefits Planner Auto Apply
Aogarciaagency · South Sioux City · Remote 🇺🇸
CRMCold CallingZoomSalary not listed4 days ago - AO
Work From Home - Client Benefits Planner Auto Apply
Aogarciaagency · Carmel · Remote 🇺🇸
OnboardingZoomSalary not listed5 days ago