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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in developing and implementing investment and insurance strategies while maintaining strong client relationships. Proficient in financial planning, client experience management, and compliance with regulatory requirements.
Highest-signal resume keywords
Investment Strategy DevelopmentClient Relationship ManagementFINRA Series 7 CertificationLife and Health InsuranceBusiness Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningInvestment RecommendationsPipeline ManagementSales ExecutionClient Networking
Soft Skills
CoachingCommunicationClient Loyalty Building
Certifications & Qualifications
FINRA Series 66FINRA Series 63FINRA Series 65
Industry Keywords
Investment StrategiesInsurance StrategiesClient ExperienceRegulatory ComplianceSales and Service
About the role
Key responsibilities & impact- Consult on investment and insurance strategies and develop financial plans for clients
- Grow and retain an investment and insurance book of business
- Own the client experience, handling sales and service and identifying sales, execution, and referral opportunities
- Acquire, expand, and maintain client relationships through business development and client networking
- Grow client loyalty and share of wallet through exceptional client experiences
- Apply product and procedural knowledge to solve client problems
- Develop and implement investment and insurance strategies
- Determine suitable products and present financial recommendations and guidance
- Establish and monitor individual financial plans and recommend changes as needed
- Coach and educate branch staff and internal business partners to identify investment opportunities
- Lead branch-team actions to achieve investment results
- Communicate with internal and external partners to build relationships and drive referrals
- Review business results and pipeline management with branch managers and internal partners
- Meet service-level agreements for lead and referral follow-up
Requirements
What you’ll need- University / college degree typically required, or comparable combination of education, job-specific certification(s), and experience may be considered in lieu of a degree
- 2+ years of relevant professional experience typically required
- Bachelor's degree listed under Education
- FINRA Series 7 and 66 (or 63,65) required
- Life and Health Insurance required
- Must comply with applicable laws, regulations, policies, and guidelines
- PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position
- Subject to Section 19 of the Federal Deposit Insurance Act and, for registered roles, SAFE Act and/or FINRA requirements regarding certain criminal history
Benefits
Comp & perks- 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 plan
- Stock purchase plan
- Dependent care reimbursement account
- Back-up child/elder care
- Adoption, surrogacy, and doula reimbursement
- Educational assistance, including select programs fully paid
- 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
- 15 to 25 vacation days each year, depending on career level
- Incentive-eligible compensation based upon company, business and/or individual performance